Senior Private Client Advisor
Focus on new sales revenue through client acquisition and expansion of existing clients and have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and
families. including but not limited to: investment management, trust, credit, planning, insurance, and banking services. Serves as mentor for a small group of private client advisors and exercises general guidance in the relationship planning process for his/her relationships .
Focus is new sales revenue through client acquisition and expansion of existing clients.
Actively monitors client s financial situation and proactively engages clients in consideration of changes or additions to their financial strategies. Promotes and sells the full array of financial services distributed by the company to current and new clients. Actively cultivates and maintains relationships with sources of new business.
Prioritize short term and long term needs of the client.
Recommend ideas, suggestions and alternative Wealth solutions by utilizing a team of specialists if applicable.
Implement and deliver specific solutions.
Working through the Relationship Manager, assess client s current financial situation and goals and objectives through the financial planning process.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
NATURE AND SCOPE:
Sr Private Client Advisor position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank.
MINIMUM QUALIFICATIONS REQUIRED:
Bachelor s Degree, or in lieu of degree, ten years relevant sales/professional work experience.
Minimum seven years sales experience in the financial services industry.
A proven track record of implementation of wealth management strategies.
FINRA Series 6 or 7 and 66
State Life and Health licenses
IDEAL QUALIFICATIONS PREFERRED:
MBA or JD preferred.
JD, CFP, MBA, CFA or similar designations preferred.
We encourage candidates with relevant military experience to apply.
At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.
#WTLocationBoston, Massachusetts, United States of America
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