M&T Bank

Senior Wealth Advisor

M&T Bank

4 months ago
New York, NY
Onsite
Full Time
Senior
0 applicants
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M&T Bank
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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.

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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