Senior Wealth Advisor (Financial Services)

Location: Onsite position in Palm Beach, Florida, United States

Salary: $139,700.00–$232,900.00 USD

Company

M&T Bank provides financial services and wealth management solutions for individuals, business owners, and families.

What you will do

• Lead client relationship teams and coordinate access to financial planning, credit, investment, trust, and other wealth management resources.
• Acquire new clients and retain and expand an existing book of high-net-worth and ultra-high-net-worth relationships.
• Develop sales strategies, promote the firm's financial services, manage the prospect pipeline, and deliver solutions to meet revenue goals.
• Lead client relationship reviews and coordinate communications and activities across relationship specialists.
• Maintain compliance, operational risk controls, internal control standards, audit actions, and Federal SAFE Act registration requirements.
• Support an inclusive environment aligned with the M&T Bank brand and complete related duties as assigned.

Requirements

• Bachelor's degree and at least 9 years of sales experience in the financial services industry; alternatively, 13 years of combined higher education and/or work experience, including at least 5 years of sales experience with high-net-worth or ultra-high-net-worth clients.
• Proven track record of implementing wealth management strategies.
• Must work onsite in Palm Beach, Florida, United States.

Nice to have

• CFP, CTFA, or CPA designation.
• MBA or JD.

Culture & Benefits

• Competitive, market-informed compensation based on knowledge, skills, and experience.
• Work within a fiduciary culture with high ethical standards.
• Support belonging and inclusion while maintaining regulatory and internal control standards.