Wealth Advisor
MANUFACTURERS AND TRADERS TRUST COMPANY(3 months ago)
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.
Required Skills
- Client Relationships
- Wealth Management
- Financial Planning
- Sales Strategy
- Pipeline Management
- Team Leadership
- Compliance
- Prospecting
- Relationship Review
- Client Retention
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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