Wealth Advisor

Location: Hauppauge, New York, United States of America

Salary: $142,100–$236,800 annual

Company

M&T Bank provides banking and wealth management services.

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 specialists, investment advisors, and trust officers.
• Assess financial situations, goals, and objectives to develop comprehensive wealth management solutions.
• Develop sales strategies, manage the prospect pipeline, and deliver solutions to achieve revenue goals.
• Lead client relationship reviews and monitor progress toward client goals.
• Maintain compliance, operational risk controls, internal control standards, and Federal SAFE Act registration requirements.

Requirements

• Bachelor’s degree and at least 7 years of sales experience in financial services, or a combined minimum of 11 years of higher education and/or work experience including at least 3 years of sales experience with high-net-worth and ultra-high-net-worth clients.
• Proven track record of implementing wealth management strategies.
• Ability to coordinate specialists and lead client relationship activities.
• Ability to work in Hauppauge, New York, United States of America.

Nice to have

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

Culture & Benefits

• Market-informed and competitive compensation.
• Opportunity to directly impact Wealth Advisory revenue growth and Bank fee income.
• Work aligned with M&T Bank brand, belonging initiatives, and regulatory standards.