Senior Wealth Advisor

M&T Bank

Wilmington, DE, United States
Base: $139,700.00 - $232,900.00 annual (usd); bonu...
Client acquisition and retention
Financial planning process
Sales strategy development
The Senior Wealth Advisor is accountable for achieving revenue goals through client acquisition and retention

Job Summary

  • The Senior Wealth Advisor is accountable for achieving revenue goals through client acquisition and retention.
  • This role involves consulting on comprehensive wealth management strategies for individuals and families.
  • The advisor will lead a client relationship team and ensure access to all firm resources.

Matching Summary

The Senior Wealth Advisor is accountable for achieving revenue goals through client acquisition and retention.

Salary

Base: $139,700.00 - $232,900.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • client acquisition and retention
  • financial planning process
  • sales strategy development

Nice-to-have

  • team communication and collaboration
  • ethical standards adherence
  • client relationship management

Key Requirements

  • Bachelor's degree
  • 9 years' sales experience
  • 5 years' experience with high net worth clients

Work Rights

Not specified

Tailored Resume

Cover Letter