Together, M&T Bank and Wilmington Trust, a part of M&T Bank Corporation, represent one of the country’s leading depository and lending franchises, a premier wealth advisory firm, and the partner of choice for corporate transactions and structures. As one of strongest, most successful companies in the U.S financial services industry, M&T continues to grow, offering value to our shareholders and opportunity to qualified professionals. M&T Bank Corporation is one of the 20 largest commercial bank holding companies headquartered in the United States. With over 16,000 employees and more than 700 branches, M&T serves more than two million consumer households and commercial clients.
The Private Client Advisor will 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.
Essential Position Responsibilities
Focus is new sales revenue through client acquisition and expansion of existing clients. Working through the Relationship Manager, assess client's current financial situation and goals and objectives through the financial planning process. Prioritize short term and long term needs of the client. Recommend ideas, suggestions and alternatives utilizing a team of specialists. Implement and deliver specific solutions. Manage and review the relationship on an ongoing basis to ensure that the client's goals and objectives are achieved. Private Client Advisor position will have a direct impact on revenue of MTIG and the growth of the Wealth Advisory business and fee income of the Bank.
Bachelor's Degree, or in lieu of degree, four to five years' relevant sales/professional work experience. CFP, MBA or similar designations preferred. Minimum five years' sales experience in the financial services industry. A proven track record of implementation of wealth management strategies.
Ideal Qualifications JD, CFP, MBA or similar designations.
-Wealth Solutions: discretionary investment management, trust and estate planning, financial and wealth planning.
-Brokerage Solutions: mutual funds, UIT's, variable and fixed annuities, individual stocks and bonds and other related brokerage solutions.
-Insurance Solutions: permanent (variable life, universal life, and whole life) and term insurance, long term care, disability and wealth transfer.
General computer knowledge.
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.