Senior Wealth Advisor

M&T Bank

Fairfield, CT, United States
Base: $159,570.18 - $265,950.31; bonus/equity: not...
Client acquisition and retention
Wealth management strategies
Sales experience in financial services
The Senior Wealth Advisor is accountable for revenue growth through acquiring new clients and managing existing relationships

Job Summary

  • The Senior Wealth Advisor is accountable for revenue growth through acquiring new clients and managing existing relationships.
  • This role involves leading a client relationship team to provide comprehensive wealth management solutions.
  • M&T Bank promotes an environment that supports belonging and reflects its brand values.

Matching Summary

The Senior Wealth Advisor is accountable for revenue growth through acquiring new clients and managing existing relationships.

Salary

Base: $159,570.18 - $265,950.31; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • client acquisition and retention
  • wealth management strategies
  • sales experience in financial services

Nice-to-have

  • team collaboration
  • ethical standards
  • client-focused environment

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