-
Wealth Advisor
6 days ago
The Charles Schwab Corporation Boston, United StatesAt 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 ...
-
Wealth Advisor
1 week ago
Truist Inc Boston, United StatesThe 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 ...
-
Wealth Advisor
3 weeks ago
M&T Bank Boston, United StatesOverview: · 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 ...
-
Wealth Advisor
2 weeks ago
Corient Private Wealth LLC Boston, United StatesJoin 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 ...
-
Wealth Advisor
2 weeks ago
Corient Boston, United StatesJoin 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 ...
-
Wealth Advisor
3 weeks ago
Lake Street Advisors Group, LLC. Boston, United StatesCareer 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 ...
-
Associate Wealth Advisor
6 days ago
The Charles Schwab Corporation Boston, United StatesAt 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 ...
-
Senior Wealth Advisor
1 week ago
KLR Executive Search Group LLC Boston, United StatesKLR 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. ...
-
Wealth Advisor
3 weeks ago
Wilmington Trust Boston, United StatesOverview: · 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 ...
-
Senior Wealth Advisor
1 week ago
M&T Bank Boston, United StatesOverview: · 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 ...
-
Sr. Wealth Advisor
1 week ago
Cambridge Bancorp Boston, United StatesSr 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 ...
-
Senior Wealth Advisor Team Lead
4 hours ago
M&T Bank Boston, United StatesThis position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor. Leads, hires, coaches and develops assigned team. Works closely with senior management in managing the team. Wealth Advisor, Team Lead, Ad ...
-
Operations Specialist
3 days ago
Claire Myers Consulting Boston, United StatesOur 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 ...
-
Trust & Estate Administrator
1 week ago
Fanning Personnel Boston, United StatesTrust & 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 ...
-
Head of Financial Planning
1 week ago
Eastward Partners Inc. Boston, United StatesAbout 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 ...
-
Investment Analyst
2 days ago
Battery Global Advisors Boston, United StatesCompany 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 ...
-
IT Sourcing Advisor
2 weeks ago
UpperEdge, LLC Boston, United StatesAbout 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 ...
-
Product Manager
2 days ago
Smartleaf Boston, United StatesAs 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 ...
-
Markets Intelligence Analyst, AVP
1 day ago
State Street Corporation Boston, United StatesTeam 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 Boston, United StatesThe 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 ...
Senior Wealth Advisor - Boston, United States - Wilmington Trust
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 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-LA1
#WT
#Wealth
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $151, $252,870.91 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
#J-18808-Ljbffr
