M&T Bank

Wealth Advisor

M&T Bank

4 months ago
Hauppauge, NY
Onsite
Full Time
Senior
0 applicants
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M&T Bank
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About this role

Responsible for meeting revenue goals through acquisition of new clients and retention and expansion of an existing book of business. Consults and coordinates delivery of comprehensive wealth management strategies for individuals, business owners, and families. The role supports firm-wide resources and impacts fee income and revenue growth for the Wealth Advisory business.

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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