Senior Wealth Advisor (Financial Services)

Location: Baltimore, Maryland, United States of America

Salary: $153,700–$256,100 annual (USD)

Company

M&T Bank provides banking and financial services, including wealth management solutions.

What you will do

• Lead client relationship teams serving individuals, business owners, and families.
• Assess financial situations, goals, and objectives to develop comprehensive wealth management solutions.
• Acquire new clients and grow, retain, and expand an existing book of business.
• Develop sales strategies, manage the prospect pipeline, and move opportunities through the sales cycle.
• Coordinate Client Managers, Credit, Investment Advisors, Trust Officers, and other specialists.
• Manage ongoing relationship reviews while maintaining compliance, risk controls, and internal control standards.

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.
• Registration requirements under the Federal SAFE Act must be met and maintained.

Nice to have

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

Culture & Benefits

• Full-time employment with market-informed compensation.
• Work within a fiduciary culture and maintain high ethical standards.
• Support an environment that promotes belonging and reflects the M&T Bank brand.