Jobs
>
Étreux

    Senior Wealth Advisor - Boston, United States - M&T Bank

    M&T Bank
    M&T Bank Boston, United States

    1 week ago

    Default job background
    Description

    Overview:


    Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business.

    Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.

    Serves as mentor for a small group of Private Client Advisors and exercises general guidance in the relationship planning process for clients

    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:


    As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base.

    The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining the highest ethical standards and adhering to our fiduciary culture.

    Accountable for revenue growth including the acquisition of new business and the ongoing relationship management, growth and retention of our existing clients.

    Managerial/Supervisory


    Responsibilities:
    None.

    Education and Experience Required:
    Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or 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)
    #LI-LP1
    #WT
    #Wealth
    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 Report

    to 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.

    We support our employees every step of the way.
    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
  • Truist Inc

    Wealth Advisor

    1 week ago

    Truist Inc Boston, United States

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communicatio ...

  • M&T Bank

    Wealth Advisor

    3 weeks ago

    M&T Bank Boston, United States

    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 f ...

  • The Charles Schwab Corporation

    Wealth Advisor

    6 days ago

    The Charles Schwab Corporation Boston, United States

    At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisor Wealth Advisor, Advisor, Weal ...

  • Corient Private Wealth LLC

    Wealth Advisor

    2 weeks ago

    Corient Private Wealth LLC Boston, United States

    Join a team that values your ambition and empowers your growth · At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communit ...

  • Corient

    Wealth Advisor

    2 weeks ago

    Corient Boston, United States

    Join a team that values your ambition and empowers your growth · At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communit ...

  • Lake Street Advisors Group, LLC.

    Wealth Advisor

    3 weeks ago

    Lake Street Advisors Group, LLC. Boston, United States

    Career Opportunities with Lake Street Advisors Group LLC · A great place to work. · Careers At Lake Street Advisors Group LLC · Current job opportunities are posted here as they become available. · Subscribe to our RSS feeds to receive instant updates as new positions become avai ...

  • KLR Executive Search Group LLC

    Senior Wealth Advisor

    1 week ago

    KLR Executive Search Group LLC Boston, United States

    KLR Executive Search is pleased to collaborate with our Wealth Management division as they continue to expand their practice. KLR Wealth Management consists of a team of highly skilled experts who offer comprehensive professional services to accomplished individuals and families. ...

  • The Charles Schwab Corporation

    Associate Wealth Advisor

    6 days ago

    The Charles Schwab Corporation Boston, United States

    At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's Wealth Advisory team embodies our firm' Wealth Advisor, Advisor, Weal ...

  • Cambridge Bancorp

    Sr. Wealth Advisor

    1 week ago

    Cambridge Bancorp Boston, United States

    Sr Wealth Advisor - Careers At Cambridge Trust Company · Back To Openings · Sr. Wealth Advisor · Department: · Wealth Management · Location: · Boston, MA · START YOUR APPLICATION · For immediate consideration, please text SRWA to · Summary: · Acquires and develops new hig ...

  • Wilmington Trust

    Wealth Advisor

    3 weeks ago

    Wilmington Trust Boston, United States

    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 f ...

  • Claire Myers Consulting

    Operations Specialist

    3 days ago

    Claire Myers Consulting Boston, United States

    Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and havin ...

  • Fanning Personnel

    Trust & Estate Administrator

    1 week ago

    Fanning Personnel Boston, United States

    Trust & Estate Planning Administrator opening located at a wealth management firm in Boston · I'm a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This s ...

  • Eastward Partners Inc.

    Head of Financial Planning

    1 week ago

    Eastward Partners Inc. Boston, United States

    About The Client · The firm is headquartered in Boston, Massachusetts, with additional offices in strategic locations. The firm has recently rebranded, indicating a strategic shift beyond traditional wealth management toward a broader client experience. They provide services to o ...

  • Battery Global Advisors

    Investment Analyst

    2 days ago

    Battery Global Advisors Boston, United States

    Company Background · Battery Global Advisors is a Boston-based boutique wealth and investment management firm that works with select ultra-high net worth families in the US and Israel. Our clients consist of venture capitalists, private equity investors, entrepreneurs, and other ...

  • UpperEdge, LLC

    IT Sourcing Advisor

    2 weeks ago

    UpperEdge, LLC Boston, United States

    About UpperEdge, LLC · UpperEdge is a leading IT sourcing and commercial advisory firm that specializes in helping our clients successfully source and deliver transformational programs while maximizing the value they receive from their key information technology relationships. We ...

  • Smartleaf

    Product Manager

    2 days ago

    Smartleaf Boston, United States

    As a Product Manager at Smartleaf, you'll make a huge difference both internally and externally. Our user base of financial advisors and centralized portfolio managers cares deeply about helping their clients achieve their life goals. You'll be able to help them by designing work ...

  • State Street Corporation

    Markets Intelligence Analyst, AVP

    1 day ago

    State Street Corporation Boston, United States

    Team Overview · State Street Global Advisors (SSGA) is a global leader in institutional asset management, entrusted with more than $4.1 trillion in assets. For more than three decades, investors worldwide have benefited from our disciplined, precise investment process and powerf ...

  • MassMutual

    Head of Business Governance, Wealth Management

    1 week ago

    MassMutual Boston, United States

    The Opportunity · The Wealth Management business is a key area of focus for MassMutual and we are growing and expanding capabilities for our Financial Advisor salesforce of ~7,000 advisors. The Head of Business Governance will lead efforts to identify and mitigate risks and take ...

  • JPMorgan Chase Bank, N.A.

    Wealth Management, Life Insurance Specialist, Vice President

    1 week ago

    JPMorgan Chase Bank, N.A. Boston, United States

    The VP, Life Insurance Specialist will work with and support the Head of JPMA Life Insurance. The candidate will provide support to advisors across JPMorgan Securities on utilizing life insurance solutions to meet client investment, wealth transfer and income planning needs aroun ...

  • The Bank of America Corporation

    Wealth Strategist

    3 weeks ago

    The Bank of America Corporation Boston, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Relationship Manager, Wealth, ...