Senior Wealth Advisor

M&T Bank

Wilmington, DE, United States
Base: $139,700.00 - $232,900.00 annual (usd); bonu...
Client relationship management
Wealth management strategies
Sales experience in financial services
The Senior Wealth Advisor is accountable for revenue growth through client acquisition and retention

Job Summary

  • The Senior Wealth Advisor is accountable for revenue growth through client acquisition and retention.
  • This role involves leading a client relationship team to deliver comprehensive wealth management solutions.
  • The advisor promotes an environment that supports belonging and reflects the M&T Bank brand.

Matching Summary

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

Salary

Base: $139,700.00 - $232,900.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • client relationship management
  • wealth management strategies
  • sales experience in financial services

Nice-to-have

  • team collaboration
  • ethical standards
  • client-focused environment

Key Requirements

  • Bachelor's degree
  • 9 years sales experience
  • 5 years high net worth client experience

Work Rights

Not specified

Tailored Resume

Cover Letter