Wealth Advisor Team Leader

mvt.se

Hartford, Connecticut, United States of America
$184,400.00 - $307,400.00 (usd) py
**
Lead wealth advisor team
Oversee sales and activities
Client experience aligned with model
** The Wealth Advisor Team Leader position at mvt.se in Hartford, Connecticut, is a managerial role that involves leading a team of Wealth Advisors while also actively engaging in wealth management activities. The candidate will be responsible for coaching team members, managing client relationships, and ensuring adherence to regulatory standards. **

Job Summary

  • This position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor.
  • Lead a team of Wealth Advisors to meet established objectives and oversee their pipelines, sales, and activities.
  • Manage and participate in deepening existing client relationships and driving new client relationships utilizing multiple Wealth Advisory solutions.

Matching Summary

Match Score: 75

** The Wealth Advisor Team Leader position at mvt.se in Hartford, Connecticut, is a managerial role that involves leading a team of Wealth Advisors while also actively engaging in wealth management activities. The candidate will be responsible for coaching team members, managing client relationships, and ensuring adherence to regulatory standards. **

Salary

$184,400.00 - $307,400.00 (USD)

Skills & Requirements

Must-have

  • Lead Wealth Advisor team
  • Oversee sales and activities
  • Client experience aligned with model
  • Deepen existing client relationships
  • Drive new client relationships
  • Develop talent pipeline
  • Adhere to risk and regulatory standards

Nice-to-have

  • Promote environment supporting belonging
  • Reflect M&T Bank brand

Key Requirements

  • Bachelor’s degree and 9 years’ relevant experience or 13 years’ higher education/work experience
  • Minimum 3 years’ managerial, supervisory and/or work leadership experience
  • Experience selling effectively to clients
  • Knowledge of wealth management and industry product offerings
  • Excellent communication, interpersonal, and presentation skills
  • Strong analytical, decision-making, and strategic planning skills
  • Proficiency with personal computers and relevant software packages
  • MBA, CFP, CTFA, CPA and/or CFA certification preferred

Work Rights

Not specified

Tailored Resume

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