Senior Wealth Advisor
MANUFACTURERS AND TRADERS TRUST COMPANY(7 months ago)
About this role
A Wealth Advisor at M&T Bank is responsible for driving revenue growth by managing and expanding a book of high-net-worth and ultra-high-net-worth client relationships. The role provides comprehensive wealth management guidance to individuals, business owners, and families while coordinating firm resources and ensuring adherence to regulatory and fiduciary standards. This position is based in Fairfield, Connecticut.
Required Skills
- Client Relationships
- Sales Strategy
- Financial Planning
- Wealth Management
- Pipeline Management
- Team Coordination
- Compliance
- Investment Advisory
- Business Development
- Client Retention
Qualifications
- Bachelor's Degree
- Securities License
- CFP
- CTFA
- CPA
- MBA
- JD
- SAFE Registration
About MANUFACTURERS AND TRADERS TRUST COMPANY
mandtbank.comN/A
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