Wealth Advisor (Wealth Management)

Location: Portland, Maine, United States of America

Salary: $116,400–$194,000 annual USD

Company

M&T Bank and Wilmington Trust provide banking, wealth management, investment, fiduciary, planning, and credit solutions.

What you will do

• Serve as the primary advisor and relationship manager for high-net-worth and ultra-high-net-worth individuals, families, and business owners.
• Coordinate Client Managers, Investment Advisors, Trust Officers, Credit partners, and other specialists to deliver integrated wealth solutions.
• Develop customized wealth strategies based on clients’ financial circumstances, goals, family dynamics, and priorities.
• Build, grow, and retain client relationships through business development, networking, prospecting, and internal referrals.
• Partner with Community Bank, Commercial Banking, Private Banking, and Retail Banking teams to identify opportunities and improve the client experience.
• Maintain relationship pipelines and ensure compliance with regulatory requirements, bank policies, risk standards, and Federal SAFE Act registration requirements.

Requirements

• Bachelor’s degree and at least 7 years of sales experience in financial services, or a combined minimum of 11 years of higher education and/or work experience without a degree.
• At least 3 years of sales experience serving high-net-worth and ultra-high-net-worth clients.
• Proven experience implementing wealth management strategies.
• Ability to meet and maintain Federal SAFE Act registration requirements.
• Must work in or be based in Portland, Maine, United States of America.

Nice to have

• CFP, CTFA, or CPA designation.
• MBA or Juris Doctor degree.

Culture & Benefits

• Full-time employment with market-informed compensation.
• Cross-functional collaboration across wealth management and banking teams.
• Opportunity to deliver personalized solutions for affluent and high-net-worth clients.