Wealth Advisor

M&T Bank

Baltimore, Maryland, United States of America
Base: $128,100.00 - $213,500.00 annual (usd); bonu...
Client acquisition and retention
Sales strategies development
Financial planning process
This position is accountable for meeting revenue goals through client acquisition and retention. The Wealth Advisor will lead a client relationship team to ensure comprehensive wealth management solutions are delivered. The role promotes an environment that supports belonging and reflects the M&T Bank brand

Job Summary

  • This position is accountable for meeting revenue goals through client acquisition and retention. The Wealth Advisor will lead a client relationship team to ensure comprehensive wealth management solutions are delivered. The role promotes an environment that supports belonging and reflects the M&T Bank brand.

Matching Summary

This position is accountable for meeting revenue goals through client acquisition and retention. The Wealth Advisor will lead a client relationship team to ensure comprehensive wealth management solutions are delivered. The role promotes an environment that supports belonging and reflects the M&T Bank brand.

Salary

Base: $128,100.00 - $213,500.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client acquisition and retention
  • Sales strategies development
  • Financial planning process

Nice-to-have

  • Team collaboration and communication
  • Wealth management strategy implementation
  • Client relationship management

Key Requirements

  • Bachelor's degree
  • 7 years' sales experience
  • Securities licensing preferred

Work Rights

Not specified

Tailored Resume

Cover Letter