Wealth Advisor

M&T Bank

Wilmington, DE, United States
Base: $128,100.00 - $213,500.00 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 deliver comprehensive wealth management solutions.
  • M&T Bank promotes an environment that supports belonging and reflects its brand values.

Matching Summary

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

Salary

Base: $128,100.00 - $213,500.00 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 collaboration
  • wealth management strategies
  • client-focused environment

Key Requirements

  • Bachelor's degree
  • 7 years sales experience
  • high net worth client segment experience

Work Rights

Not specified

Tailored Resume

Cover Letter