Sr Wealth Advisor, Palm Beach, FL
About The Position
The Sr Wealth Advisor is accountable for meeting revenue goals through acquiring new clients from internal and external sources and retaining and expanding an existing book of business. The role consults and coordinates the delivery of comprehensive wealth management solutions for individuals, business owners, and families. As manager of a book of client relationships, the Wealth Advisor coordinates the relationship team—including investment advisors, financial advisors, private bankers, and wealth specialists—and is accountable for growth and retention of the client base. The role focuses on profitable fee-revenue expansion while maintaining high ethical standards and adhering to the firm’s fiduciary culture. The position has no managerial or supervisory responsibilities.
Requirements
- Bachelor’s degree and at least 9 years of sales experience in the financial services industry; alternatively, a combined minimum of 13 years of higher education and/or work experience, including at least 5 years of sales experience in the high-net-worth or ultra-high-net-worth client segment.
- Proven track record of implementing wealth management strategies.
Nice To Haves
- CFP, CTFA, or CPA designation.
- MBA or JD.
Responsibilities
- Lead the client relationship team and ensure clients have access to the firm’s resources and solutions.
- Work with Client Managers, Custom Credit, Investment Advisors, and Trust Officers to assess clients’ financial situations, goals, and objectives through the financial planning process; prioritize short- and long-term needs.
- Lead development of sales strategies to grow the client base and promote and sell the company’s financial services to current and prospective clients.
- Coordinate team communications and activities, and recommend ideas, suggestions, and alternative wealth solutions using specialists as applicable.
- Manage the sales pipeline and related activities to maintain an appropriate number of prospects and move opportunities through the sales cycle to meet sales goals.
- Implement and deliver specific solutions.
- Lead client relationship review discussions with the committee and manage and review relationships on an ongoing basis to help ensure client goals and objectives are achieved.
- Follow applicable compliance and operational risk controls in accordance with company and regulatory standards and policies.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
- Maintain M&T internal control standards, including timely implementation of internal and external audit points and issues raised by external regulators, as applicable.
- Meet and maintain registration requirements under the Federal SAFE Act.
- Complete other related duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
