Senior Wealth Advisor (Wealth Management)

Location: Los Angeles, California, United States

Salary: $162,100–$270,100 annual USD

Company

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

What you will do

• Acquire new clients and grow, retain, and expand an existing high-net-worth book of business.
• Lead client relationship teams and coordinate Client Managers, Investment Advisors, Trust Officers, and credit specialists.
• Assess client financial situations, goals, and objectives to develop and implement wealth management solutions.
• Develop sales strategies, manage the prospect pipeline, and promote the firm's financial services.
• Lead ongoing relationship reviews and ensure client goals are being achieved.
• Maintain compliance, operational risk controls, internal control standards, audit requirements, 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/or work experience, including at least 5 years of sales experience with high-net-worth or ultra-high-net-worth clients.
• Proven track record of implementing wealth management strategies.
• Ability to meet revenue goals while maintaining fiduciary and ethical standards.

Nice to have

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

Culture & Benefits

• Work within a fiduciary culture focused on ethical client relationship management.
• Support an inclusive environment that reflects the M&T Bank brand.
• Compensation is informed by the candidate's knowledge, skills, and experience.