Senior Wealth Advisor
MANUFACTURERS AND TRADERS TRUST COMPANY(3 months ago)
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.
Required Skills
- Relationship Management
- Sales Strategy
- Wealth Planning
- Client Acquisition
- Client Retention
- Team Leadership
- Pipeline Management
- Compliance
Qualifications
- Bachelor's Degree
- MBA
- JD
- CFP
- CTFA
- CPA
- Securities Licensing
About MANUFACTURERS AND TRADERS TRUST COMPANY
mandtbank.comN/A
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