M&T Bank

Wealth Advisor

M&T Bank

4 months ago
Wilmington, DE
Onsite
Full Time
Manager
0 applicants
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M&T Bank
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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.

Skills

Qualifications

Bachelor's DegreeSecurities LicensingCFPCTFACPA
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

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