Senior Wealth Advisor

Location: Los Angeles, California, United States of America

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 client book.
• Lead client relationship teams and coordinate Client Managers, Custom Credit, Investment Advisors, Trust Officers, and other specialists.
• Assess client finances, goals, and objectives to develop and implement comprehensive wealth management strategies.
• Develop sales strategies, manage the prospect pipeline, and promote the firm's financial services.
• Lead relationship reviews and monitor progress toward client goals and revenue targets.
• Maintain compliance, operational risk, internal control, audit, 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 track record of implementing wealth management strategies.
• Position based in Los Angeles, California, United States.
• Ability to meet applicable Federal SAFE Act registration requirements.

Nice to have

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

Culture & Benefits

• Commitment to fair, competitive, and market-informed pay.
• Work within a fiduciary culture and maintain high ethical standards.
• Support an environment focused on belonging and the M&T Bank brand.