Senior Wealth Advisor

M&T Bank

Los Angeles, CA, United States
Base: $151,722.54 - $252,870.91; bonus/equity: not...
Client acquisition and retention
Wealth management strategies
Financial planning process
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 leading a client relationship team to deliver comprehensive wealth management solutions.
  • The advisor is responsible for managing a book of business while adhering to the highest ethical standards.

Matching Summary

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

Salary

Base: $151,722.54 - $252,870.91; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • client acquisition and retention
  • wealth management strategies
  • financial planning process

Nice-to-have

  • team coordination skills
  • ethical standards
  • sales strategy development

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter