Senior Wealth Advisor
MANUFACTURERS AND TRADERS TRUST COMPANY(3 months ago)
About this role
A Wealth Advisor at M&T Bank manages a book of high-net-worth client relationships and delivers comprehensive wealth management strategies for individuals, business owners, and families. The role is focused on driving profitable growth and retention while coordinating cross-functional resources to meet clients' financial objectives.
Required Skills
- Client Acquisition
- Relationship Management
- Wealth Management
- Financial Planning
- Sales Strategy
- Pipeline Management
- Team Leadership
- Compliance
- Communication
- Fiduciary Standards
Qualifications
- Bachelor's Degree
- Securities Licensing
- CFP
- CTFA
- CPA
- MBA
- JD
- Registration Under Federal SAFE Act
About MANUFACTURERS AND TRADERS TRUST COMPANY
mandtbank.comN/A
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