Wealth Advisor

M&T Bank

Baltimore, Maryland, United States of America
Base: $128,100.00 - $213,500.00 annual (usd); bonu...
7 years sales experience in financial services
3 years high net worth client segment experience
Proven track record implementing wealth strategies
The position is accountable for meeting revenue goals through acquiring new clients and expanding an existing book of business

Job Summary

  • The position is accountable for meeting revenue goals through acquiring new clients and expanding an existing book of business.
  • Candidates will lead a client relationship team to deliver comprehensive wealth management strategies for individuals and families.
  • The role requires adhering to compliance controls and maintaining registration requirements under the Federal SAFE Act.

Matching Summary

The position is accountable for meeting revenue goals through acquiring new clients and expanding an existing book of business.

Salary

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

Skills & Requirements

Must-have

  • 7 years sales experience in financial services
  • 3 years high net worth client segment experience
  • Proven track record implementing wealth strategies
  • Lead client relationship team activities
  • Manage pipeline to meet sales goals

Nice-to-have

  • Promote environment supporting belonging
  • Collaborate with specialists on solutions
  • Implement internal control standards

Key Requirements

  • Bachelor's degree required or 11 years combined education/experience
  • Minimum 7 years sales experience in financial services
  • Minimum 3 years sales experience in high net worth segment
  • Securities licensing preferred
  • CFP, CTFA, CPA, MBA, or JD designation preferred
  • Federal SAFE Act registration maintenance

Work Rights

Not specified

Tailored Resume

Cover Letter