Wealth Advisor

5 days ago

Wilmington, United States M&T Bank Full time

Overview:Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.Primary Responsibilities:Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis.Responsible for leading the development of sales strategies to grow client base .Promote and sell the full array of financial services distributed by the Company to current and new clients.Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable.Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal.Implement and deliver specific solutions.Leads client relationship review discussion with committee.Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved.Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.Promote an environment that supports belonging and reflects the M&T Bank brand.Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.Complete other related duties as assigned.Scope of Responsibilities:This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank.Education and Experience Required:Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 3 years’ sales experience in the high net worth and ultra high net worth client segmentProven track record of implementing wealth management strategiesEducation and Experience Preferred:Securities licensing, CFP, CTFA, CPA designationMBA (Master’s degree in Business Administration) or JD (Juris Doctor)#LI-LA1#wealthmanagement#wilmingtontrustM&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $121,698.75 - $202,831.26 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location:Wilmington, Delaware, United States of America

  • Private Wealth Advisor

    4 days ago

    Wilmington, Delaware, United States The Anderson Search Group Full time

    Wealth Advisor - Wilmington, DelawareThe Anderson Search Group has been engaged by one of the top boutique, high-net worth wealth management firms in the country to identify a Senior Wealth Advisor for the Wilmington, Delaware market. With over 100 years of experience and part of one the 15th largest bank holding companies, this firm has a world class...

  • Senior Wealth Advisor

    2 weeks ago

    Wilmington, United States Delaware Staffing Full time

    Wealth AdvisorAccountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.Primary Responsibilities:Leads...

  • Senior Wealth Advisor

    5 days ago

    Wilmington, United States M&T Bank Full time

    Overview:Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.Primary Responsibilities:Leads the...

  • Wealth Advisor

    5 days ago

    Wilmington, United States Delaware Staffing Full time

    Wealth Management AdvisorAccountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. The role consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.Primary...

  • Senior Wealth Advisor

    4 weeks ago

    Wilmington, United States Wilmington Trust Full time

    Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads...

  • Wealth Advisor

    6 hours ago

    Wilmington, North Carolina, United States REV Federal Credit Union Full time

    Position PurposeThe Wealth Advisor is responsible for providing comprehensive wealth management and financial planning services to REV members in North Carolina. This role focuses on building and deepening long-term advisory relationships, delivering personalized investment and planning strategies, and supporting members through all stages of their financial...

  • Senior Wealth Advisor

    2 days ago

    Wilmington, Delaware, United States Wilmington Trust Full time

    Overview:Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.    Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.  Primary...

  • Senior Wealth Advisor

    5 days ago

    Wilmington, DE, United States M&T Bank Full time

    Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads...

  • Senior Wealth Advisor

    1 week ago

    Wilmington, DE, United States Wilmington Trust Full time

    Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads...

  • Senior Wealth Advisor

    2 weeks ago

    Wilmington, DE, United States M&T Bank Full time

    Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads...