Wealth Advisor

M&T Bank

Baltimore, MD, United States
Base: $128,100.00 - $213,500.00 annual (usd); bonu...
Client relationship management
Financial planning process
Sales strategy development
This position is accountable for achieving revenue goals through client acquisition and retention

Job Summary

  • This position is accountable for achieving revenue goals through client acquisition and retention.
  • The Wealth Advisor leads a client relationship team to ensure access to all firm resources.
  • The role requires adherence to compliance and operational risk controls in accordance with regulatory standards.

Matching Summary

This position is accountable for achieving revenue goals through client acquisition and retention.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • team collaboration
  • wealth management strategies
  • client goal achievement

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter