Wealth Advisor, Naples, FL

Location: Naples, Florida, United States

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

Company

M&T Bank provides banking and wealth management services to 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 solutions.
• Acquire new clients from internal and external sources while retaining and expanding an existing book of business.
• Develop sales strategies, promote the full range of financial services, and manage the prospect pipeline through the sales cycle.
• Assess client financial situations, goals, and objectives to prioritize short- and long-term needs and implement suitable solutions.
• Lead relationship reviews and monitor progress toward client goals and objectives.
• Maintain compliance, operational risk controls, audit standards, and Federal SAFE Act registration requirements.

Requirements

• Bachelor’s degree and at least 7 years of sales experience in financial services, including experience with high-net-worth or ultra-high-net-worth clients; alternatively, 11 years of combined higher education and work experience with at least 3 years in the high-net-worth segment.
• Proven track record of implementing wealth management strategies.
• Experience leading client relationships, coordinating specialist teams, and developing sales strategies.
• Work location: Naples, Florida, United States.

Nice to have

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

Culture & Benefits

• Competitive, market-informed annual compensation of $116,400–$194,000 USD.
• Work within an environment that supports belonging and reflects the M&T Bank brand.
• Follow established internal control, regulatory, compliance, and audit standards.