Wealth Advisor

Location: May be based out of Washington, DC, Baltimore, Annapolis, or Northern Virginia, United States

Salary: $128,100–$213,500 annual (USD)

Company

M&T Bank provides financial services and comprehensive wealth management solutions.

What you will do

• Acquire new clients from internal and external sources and retain and expand an existing book of business.
• Lead client relationship teams and coordinate with Client Managers, Custom Credit, Investment Advisors, and Trust Officers.
• Assess clients’ financial situations, goals, and objectives to develop and implement wealth management solutions.
• Develop sales strategies, manage the prospect pipeline, and promote the company’s financial services.
• Lead relationship reviews and monitor progress toward client goals.
• Maintain compliance, operational risk controls, audit requirements, and Federal SAFE Act registration requirements.

Requirements

• Bachelor’s degree and at least 7 years of sales experience in financial services.
• Alternatively, 11 years of combined higher education and work experience, including at least 3 years of sales experience with high-net-worth and ultra-high-net-worth clients.
• Proven experience implementing wealth management strategies.
• Ability to meet revenue goals and manage client acquisition and retention activities.
• Ability to maintain applicable compliance, operational risk, and registration standards.

Nice to have

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

Culture & Benefits

• Full-time employment with market-informed compensation.
• Work supporting belonging and the M&T Bank brand.
• Direct impact on Wealth Advisory revenue growth and bank fee income.