Wealth Advisor

M&T Bank

Hauppauge, NY, United States
Base: $142,100.00 - $236,800.00 annual (usd); bonu...
Client relationship management
Sales strategy development
Financial planning process
The Wealth Advisor is accountable for meeting revenue goals through client acquisition and retention

Job Summary

  • The Wealth Advisor is accountable for meeting revenue goals through client acquisition and retention.
  • This role involves leading a client relationship team and coordinating wealth management solutions.
  • The position requires adherence to compliance standards and promotes a supportive environment reflecting the M&T Bank brand.

Matching Summary

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

Salary

Base: $142,100.00 - $236,800.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • client relationship management
  • sales strategy development
  • financial planning process

Nice-to-have

  • team collaboration skills
  • client-focused approach
  • strong communication skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter