M&T Bank
The Wealth Advisor is responsible for managing a book of client relationships and leading a team to deliver comprehensive wealth management strategies for individuals, business owners, and families. The role focuses on acquiring new clients, retaining and expanding existing business, and driving revenue growth through the sale of financial services. The position requires coordinating with specialists to assess client needs, develop sales strategies, and ensure compliance with regulatory standards.
Headquarters
Buffalo, New York, United States
Company Size
10001+ employees
Founded
1856
With a community bank approach, M&T Bank helps people reach their personal and business goals with banking, mortgage, loan and investment services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for M&T Bank.