Wealth Advisor

M&T Bank

Wilmington, DE, United States
Base: $128,100.00 - $213,500.00 annual (usd); bonu...
Client acquisition and retention
Financial planning process
Sales strategies development
This position is accountable for a revenue goal met through the acquisition of new clients and the retention of a book of business

Job Summary

  • This position is accountable for a revenue goal met through the acquisition of new clients and the retention of a book of business.
  • The Wealth Advisor leads the client relationship team and ensures clients have access to all resources and solutions of the firm.
  • The role promotes the full array of financial services to current and new clients while adhering to compliance standards.

Matching Summary

This position is accountable for a revenue goal met through the acquisition of new clients and the retention of a book of business.

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
  • financial planning process
  • sales strategies development

Nice-to-have

  • team communication and coordination
  • wealth solutions recommendations
  • supporting belonging environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter