M&T Bank

Senior Wealth Advisor

M&T Bank

8 months ago
West Hartford, CT
Onsite
Full Time
Senior
0 applicants
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M&T Bank
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About this role

Wealth Advisor at M&T Bank responsible for supporting high-net-worth and ultra-high-net-worth clients through comprehensive wealth management strategies. The role is part of the bank's wealth management organization and works with specialists to serve individuals, business owners, and families. Position is based in West Hartford, CT and contributes to the firm’s fiduciary and client service standards.

Skills

Qualifications

Bachelor's DegreeSecurities LicensingCFPCTFACPA
M&T Bank

About M&T Bank

mandtbank.com

N/A

About M&T Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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