Wealth Advisor - Boston, United States - M&T Bank
Description
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, Private Banking, Investment Advisors and Fiduciary Advisors 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 diversity 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.
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 segment
Proven track record of implementing wealth management strategies
Education and Experience Preferred:
MBA (Master's degree in Business Administration) or JD (Juris Doctor)
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128, $213,895.01 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
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, Private Banking, Investment Advisors and Fiduciary Advisors 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 diversity 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.
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 segment
Proven track record of implementing wealth management strategies
Education and Experience Preferred:
Securities licensing, CFP, CTFA, CPA designation
MBA (Master's degree in Business Administration) or JD (Juris Doctor)
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128, $213,895.01 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:
Boston, Massachusetts, United States of America
About Us
At M&T Bank, we make a difference in people's lives .
For more than 160 years, we've been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers.
Our talent and culture set us apart.Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor.
We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members.
At M&T, we are a talent and people driven organization. Take a peek inside M&T's Human Capital Reportto learn how it feels to be one of our 17,000+ employees.
We are constantly renewing.
Our future success relies on our ability to understand what's important to our customers and use that understanding to build new and innovative customer experiences.
Competitive compensation
Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance
Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO
401(k) match at 5% with options for Roth and discretionary employer contributions
A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more
Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts
We need you.
Are you ready to join us? Apply today to start the journey.
If you are unable to apply through this site due to technical issues or are in need of an accommodation to apply, please contact us at
for assistance.
M&T Bank Corporation is an Equal
Opportunity/Affirmative
Action Employer, including disabilities and veterans.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.
#J-18808-Ljbffr