Wealth Advisor (Financial Services)

Location: Naples, Florida, United States of America

Salary: $116,400–$194,000 annual (USD)

Company

M&T Bank is a banking institution providing financial services and wealth management solutions.

What you will do

• Acquire new clients and retain and expand an existing wealth management book of business.
• Lead client relationship teams and coordinate with Client Managers, Credit, Investment Advisors, and Trust Officers.
• Assess clients’ financial situations, goals, and objectives to develop comprehensive wealth management solutions.
• Develop sales strategies, manage the prospect pipeline, and deliver solutions to meet revenue goals.
• Lead ongoing relationship reviews and coordinate communication and activities across specialists.
• Maintain compliance, operational risk controls, audit requirements, and Federal SAFE Act registration standards.

Requirements

• Bachelor’s degree and at least 7 years of sales experience in financial services, or an equivalent combination of education and work experience.
• At least 3 years of sales experience serving high-net-worth and ultra-high-net-worth clients when using the equivalent-experience pathway.
• Proven track record of implementing wealth management strategies.
• Ability to work in Naples, Florida, United States of America.

Nice to have

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

Culture & Benefits

• Full-time employment.
• Compensation is market-informed and based on the successful candidate’s knowledge, skills, and experience.
• Work supports belonging and reflects the M&T Bank brand.