Wealth Advisor

Mtbachelor

Baltimore, Maryland, United States of America
Base: $128,100.00 - $213,500.00 annual (usd); bonu...
Client relationship management
Financial planning process
Sales strategy development
This position is accountable for meeting revenue goals through acquiring new clients and expanding existing client relationships by delivering comprehensive wealth management solutions

Job Summary

  • This position is accountable for meeting revenue goals through acquiring new clients and expanding existing client relationships by delivering comprehensive wealth management solutions.
  • The Wealth Advisor leads the client relationship team and coordinates with various specialists to assess client financial situations and implement tailored strategies.
  • The role requires adherence to compliance standards and promotes an environment that supports belonging while reflecting the M&T Bank brand.

Matching Summary

This position is accountable for meeting revenue goals through acquiring new clients and expanding existing client relationships by delivering comprehensive wealth management solutions.

Salary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning process
  • Sales strategy development
  • Pipeline management
  • Compliance and risk controls
  • Team coordination and communication

Nice-to-have

  • Belonging and inclusive environment
  • Collaboration with specialists
  • Brand representation

Key Requirements

  • Bachelor's degree or equivalent experience
  • Minimum 7 years sales experience in financial services
  • Minimum 3 years sales experience with high net worth clients
  • Proven wealth management strategy implementation
  • Securities licensing or CFP, CTFA, CPA preferred
  • MBA or JD preferred
  • Registration under Federal SAFE Act

Work Rights

Not specified

Tailored Resume

Cover Letter