M&T Bank

Senior Wealth Advisor

M&T Bank

4 months ago
Los Angeles, CA
Onsite
Full Time
Senior
1 applicant
View Job Listing
M&T Bank
Apply to 100+ jobs

About this role

Senior Wealth Advisor responsible for achieving revenue targets through acquisition, retention, and expansion of client relationships while delivering comprehensive wealth management strategies. The role serves high-net-worth and ultra-high-net-worth individuals, business owners, and families and coordinates across client relationship teams to align firm resources and solutions. Based in Los Angeles, the position is focused on profitable fee revenue growth within a fiduciary framework.

Skills

Qualifications

Bachelor's DegreeMBAJDCFPCTFA
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

Unlock Company Insights

View leadership team, funding history,
and employee contacts for M&T Bank.

Reveal Company Insights

ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

© All Rights Reserved. ApplyBlast.com