Senior Wealth Advisor, Palm Beach, FL

Location: Palm Beach, Florida, United States of America

Salary: $139,700.00–$232,900.00 annual (USD)

Company

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

What you will do

• Acquire new clients and grow, retain, and expand an existing book of high-net-worth and ultra-high-net-worth relationships.
• Lead client relationship teams and coordinate Client Managers, Custom Credit, Investment Advisors, Trust Officers, and other specialists.
• Assess client financial situations, goals, and objectives and coordinate comprehensive wealth management solutions.
• Develop sales strategies, manage the prospect pipeline, and deliver solutions needed to meet revenue goals.
• Lead ongoing client relationship reviews and ensure that client goals and objectives are being achieved.
• Maintain compliance, operational risk, audit, regulatory, and Federal SAFE Act registration requirements.

Requirements

• Bachelor's degree and at least 9 years of sales experience in financial services.
• Alternatively, 13 years of combined higher education and work experience, including at least 5 years of sales experience with high-net-worth or ultra-high-net-worth clients.
• Proven experience implementing wealth management strategies.
• Ability to coordinate relationship teams and manage client acquisition, growth, and retention.
• Compliance with applicable regulatory, fiduciary, and internal control standards.

Nice to have

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

Culture & Benefits

• Full-time employment with market-informed compensation.
• Work in a fiduciary culture focused on ethical standards and profitable client relationship growth.
• Support an environment that promotes belonging and reflects the M&T Bank brand.