Wealth Advisor
MANUFACTURERS AND TRADERS TRUST COMPANY(1 month ago)
About this role
Leads a client relationship team responsible for acquiring new clients and growing a book of business through comprehensive wealth management solutions for individuals, business owners, and families. The role is accountable for revenue and fee income growth and works across specialists to design and deliver tailored financial strategies. The position is based in Rutland, Vermont and is part of the bank’s Wealth Advisory business.
Required Skills
- Client Relationship
- Wealth Management
- Sales Strategy
- Financial Planning
- Pipeline Management
- Team Leadership
- Compliance
- Investment Advisory
- Trust Services
Qualifications
- Bachelor's Degree
- Securities Licensing
- CFP
- CTFA
- CPA
- MBA
- JD
- SAFE Act Registration
About MANUFACTURERS AND TRADERS TRUST COMPANY
mandtbank.comN/A
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