Senior Wealth Advisor
MANUFACTURERS AND TRADERS TRUST COMPANY(3 months ago)
About this role
A Wealth Advisor at M&T Bank provides comprehensive wealth management guidance to high net worth individuals, business owners, and families. The role focuses on maintaining and growing a book of business through client acquisition, retention, and fee-based revenue expansion while coordinating firm resources to deliver tailored financial solutions.
Required Skills
- Client Relationships
- Wealth Strategy
- Sales Strategy
- Pipeline Management
- Financial Planning
- Team Coordination
- Compliance Adherence
- Prospecting
- Relationship Management
- Revenue Growth
Qualifications
- Bachelor's Degree
- Securities Licensing
- CFP
- CTFA
- CPA
- MBA
- JD
- SAFE Registration
About MANUFACTURERS AND TRADERS TRUST COMPANY
mandtbank.comN/A
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