Senior Wealth Advisor
MANUFACTURERS AND TRADERS TRUST COMPANY(3 months ago)
About this role
Wealth Advisor at M&T Bank accountable for growing and managing a book of high-net-worth and ultra-high-net-worth client relationships, focusing on revenue generation through new client acquisition and retention. The role consults on comprehensive wealth management strategies for individuals, business owners, and families and coordinates firm resources to deliver tailored solutions.
Required Skills
- Client Management
- Sales Strategy
- Wealth Planning
- Financial Planning
- Pipeline Management
- Compliance
- Team Coordination
- Prospecting
- Client Retention
- Relationship Reviews
Qualifications
- Bachelor's Degree
- SAFE Act Registration
- Securities Licensing
- CFP
- CTFA
- CPA
- MBA
- JD
About MANUFACTURERS AND TRADERS TRUST COMPANY
mandtbank.comN/A
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