Wealth Advisor

M&T Bank

Rutland, VT, United States
Base: $116,400.00 - $194,000.00 annual (usd); bonu...
Client relationship management
Sales strategy development
Financial planning process
The Wealth Advisor is accountable for meeting revenue goals through client acquisition and retention

Job Summary

  • The Wealth Advisor is accountable for meeting revenue goals through client acquisition and retention.
  • This role involves leading a client relationship team to ensure comprehensive wealth management solutions.
  • The position requires adherence to compliance and operational risk controls while promoting the M&T Bank brand.

Matching Summary

The Wealth Advisor is accountable for meeting revenue goals through client acquisition and retention.

Salary

Base: $116,400.00 - $194,000.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Sales strategy development
  • Financial planning process

Nice-to-have

  • Team communication and coordination
  • Promoting a supportive environment
  • Utilizing a team of specialists

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter