Senior Wealth Advisor (Fintech)

Location: Palm Beach, Florida, United States of America

Salary: $139,700–$232,900 annual USD

Company

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

What you will do

• Manage and grow a book of high-net-worth and ultra-high-net-worth client relationships.
• Acquire new clients from internal and external sources and develop strategies to expand fee revenue.
• Lead client relationship teams and coordinate with investment advisors, trust officers, client managers, credit specialists, and other partners.
• Assess client financial situations, goals, and objectives to recommend and implement comprehensive wealth management solutions.
• Manage the sales pipeline, lead relationship reviews, and ensure client goals are achieved through ongoing relationship management.
• Maintain compliance, operational risk controls, internal control standards, and Federal SAFE Act registration requirements.

Requirements

• Bachelor’s degree and at least 9 years of sales experience in financial services, or an equivalent combination of education and experience with at least 5 years serving high-net-worth or ultra-high-net-worth clients.
• Proven track record of implementing wealth management strategies.
• Experience developing business, retaining clients, and expanding client relationships.
• Ability to coordinate relationship teams and work with financial, investment, trust, and credit specialists.
• Ability to work in Palm Beach, Florida, United States of America.

Nice to have

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

Culture & Benefits

• Work within a fiduciary culture and maintain high ethical standards.
• Support an environment focused on belonging and the M&T Bank brand.
• Compensation is determined by the candidate’s knowledge, skills, experience, and qualifications within the stated pay range.