Senior Wealth Advisor

MTB (M&T Bank)

Los Angeles, California, United States of America
Base: $151,722.54 - $252,870.91 usd; bonus/equity:...
9 years sales experience in financial services
5 years high net worth client segment experience
Proven track record implementing wealth strategies
The role is accountable for meeting revenue goals through acquiring new clients and expanding an existing book of business

Job Summary

  • The role is accountable for meeting revenue goals through acquiring new clients and expanding an existing book of business.
  • The Wealth Advisor leads a relationship team to deliver comprehensive wealth management solutions for individuals and families.
  • Candidates must adhere to strict compliance controls and maintain M&T internal audit standards while managing client relationships.

Matching Summary

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

Salary

Base: $151,722.54 - $252,870.91 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 9 years sales experience in financial services
  • 5 years high net worth client segment experience
  • Proven track record implementing wealth strategies

Nice-to-have

  • Strong ethical standards and fiduciary culture
  • Team coordination and specialist utilization
  • Ability to manage pipeline and sales cycle

Key Requirements

  • Bachelor's degree or 13 years combined education/work experience
  • Minimum 9 years sales experience in financial services
  • Minimum 5 years sales experience in high net worth segment
  • Securities licensing preferred
  • CFP, CTFA, CPA, MBA, or JD designation preferred

Work Rights

Not specified

Tailored Resume

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