Wealth Advisor
MANUFACTURERS AND TRADERS TRUST COMPANY(3 months ago)
About this role
Leads a client relationship team responsible for driving revenue through acquisition, retention, and expansion of a book of high-net-worth clients. Consults on and coordinates comprehensive wealth management strategies for individuals, business owners, and families. Partners with specialists across credit, investment, and trust services to deliver tailored solutions and ensure clients' financial goals are achieved.
Required Skills
- Relationship Management
- Sales Strategy
- Wealth Planning
- Financial Planning
- Pipeline Management
- Team Leadership
- Compliance
- Investment Advice
- Trust Services
- Prospecting
+1 more
Qualifications
- Bachelor's Degree
- Securities Licensing
- CFP
- CTFA
- CPA
- MBA
- JD
- SAFE Registration
About MANUFACTURERS AND TRADERS TRUST COMPANY
mandtbank.comN/A
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