Jobs
>
Wilmington

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

    M&T Bank
    M&T Bank Wilmington, United States

    3 weeks 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 clientsPrimary 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 segmentProven track record of implementing wealth management strategiesEducation and

    Experience Preferred:

    Securities licensing, CFP, CTFA, CPA designationMBA (Masters degree in Business Administration) or JD (Juris Doctor)WTWealthM&T Bank is committed to fair, competitive, and market-informed pay for our employees.

    The pay range for this position is $143, $239,791.52 Annual (USD). The successful candidates particular combination of knowledge, skills, and experience will inform their specific compensation.


    Location:
    Wilmington, Delaware, United States of AmericaSummary


    Location:

    Wilmington, DEType:
    Full time
  • Wilmington Trust

    Senior Wealth Advisor

    3 weeks ago

    Wilmington Trust Wilmington, United States 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 an assigned book of business.Consults and coordinates on the delivery of solutions for a comprehensive wealth management s ...

  • M&T Bank

    Senior Wealth Advisor

    3 weeks ago

    M&T Bank Wilmington, DE, 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 an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management stra ...

  • M&T Bank

    Senior Wealth Advisor

    3 weeks ago

    M&T Bank Wilmington, 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 an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management stra ...

  • M&T Bank

    Senior Wealth Advisor

    1 week ago

    M&T Bank Wilmington, 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 an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...

  • M&T Bank

    Senior Wealth Advisor

    2 weeks ago

    M&T Bank Wilmington, United States

    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 i ...

  • pontemla

    Wealth Management Advisor

    2 weeks ago

    pontemla King of Prussia, United States

    Job description · Our client, a wealth management firm, is looking for a talented professional with high capacity to build a financial planning practice as an advisor. · This is an entrepreneurial opportunity to build a business while having access to support. If you are looking ...

  • M&T Bank

    Senior Wealth Advisor

    3 weeks ago

    M&T Bank Wilmington, 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 an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management stra ...

  • M&T Bank

    Senior Wealth Advisor

    1 week ago

    M&T Bank Wilmington, United States

    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 i ...

  • Charles Schwab

    Sr. Manager, Wealth Advisor

    1 week ago

    Charles Schwab Radnor, United States Full time

    Position Type: RegularYour opportunity · 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 Senior Wealth Advisor within ...

  • Tristate Financial Advisors

    Financial Advisor/Wealth Manager

    1 week ago

    Tristate Financial Advisors Wilmington, United States

    Tristate Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don't need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit ...

  • Florida Financial Advisors

    Financial Advisor/Wealth Manager

    3 weeks ago

    Florida Financial Advisors Wilmington, United States

    Tristate Financial Advisors (An FFA Company) provides the ability to create your own financial success through helping clients enjoy their own. You don't need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entre ...

  • beBee Handyman

    Financial advisor for wealth planning

    3 days ago

    beBee Handyman Meridian Village, CO, United States Freelance

    Meridian Village, CO is seeking a financial advisor to help manage and organize their finances. The individual has multiple rental properties and is looking to increase their income. Due to health reasons, they are unsure about their future employment situation and need assistanc ...

  • Gpac

    Wealth Advisor

    1 week ago

    Gpac Chester, United States Full time

    Wealth Advisor · "I don't predict the future, but as your Wealth Advisor, I can certainly help you financially prepare for a surprise unicorn or two. Ready for the unexpected?" · Why join us? · Are you intrigued by the prospect of becoming part of a gratifying, lively, enjoyable, ...

  • NAPFA Consumer Group

    Wealth Advisor

    3 weeks ago

    NAPFA Consumer Group Plymouth Meeting, United States

    Mary Huntowski · 5 Apollo Road, Suite 100 · Plymouth Meeting, PA 19462 · About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and wealth planning fo ...

  • NAPFA Consumer Group

    Wealth Advisor

    1 week ago

    NAPFA Consumer Group Plymouth Meeting, United States

    Mary Huntowski · 5 Apollo Road, Suite 100 · Plymouth Meeting, PA 19462About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and wealth planning for u ...

  • Northwestern Mutual

    Wealth Management Advisor

    3 weeks ago

    Northwestern Mutual King of Prussia, United States

    Northwestern Mutual -Eastern Pennsylvania · LIVE LIFE DIFFERENTLY · French writer, Antoine de Saint-Exupery once wrote, "A goal without a plan is just a wish." At Northwestern Mutual, Wealth Management Advisors help people create and implement a financial plan allowing them to ...

  • Northwestern Mutual

    Wealth Management Advisor

    2 weeks ago

    Northwestern Mutual King of Prussia, United States

    Northwestern Mutual -Eastern Pennsylvania · LIVE LIFE DIFFERENTLY · French writer, Antoine de Saint-Exupery once wrote, "A goal without a plan is just a wish." At Northwestern Mutual, Wealth Management Advisors help people create and implement a financial plan allowing them to ...

  • Northwestern Mutual

    Wealth Management Advisor

    3 weeks ago

    Northwestern Mutual King of Prussia, United States

    Northwestern Mutual -Eastern Pennsylvania · LIVE LIFE DIFFERENTLY · French writer, Antoine de Saint-Exupery once wrote, A goal without a plan is just a wish. At Northwestern Mutual, Wealth Management Advisors help people create and implement a financial plan allowing them to tr ...

  • Northwestern Mutual

    Wealth Management Advisor

    2 weeks ago

    Northwestern Mutual King of Prussia, United States

    Northwestern Mutual -Eastern Pennsylvania · LIVE LIFE DIFFERENTLY · French writer, Antoine de Saint-Exupery once wrote, "A goal without a plan is just a wish." At Northwestern Mutual, Wealth Management Advisors help people create and implement a financial plan allowing them to ...

  • Equitable Advisors

    Wealth Management Advisor

    2 weeks ago

    Equitable Advisors Philadelphia, United States

    Equitable Advisors- Retirement Benefits Group Job Description · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solut ...