4 Senior Wealth Advisor Jobs in North Palm Beach, FL
Wilmington Trust is Hiring a Senior Wealth Advisor Near North Palm Beach, FL
Primary Responsibilities
- Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis.
- Responsible for leading the development of sales strategies to grow client base . Promote and sell the full array of financial services distributed by the Company to current and new clients.
- Coordinates team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable.
- Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal. Implement and deliver specific solutions.
- Leads client relationship review discussion with committee. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved.
- Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
- 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.
Managerial/Supervisory ResponsibilitiesNone.
Education And Experience RequiredBachelor's degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment
Proven track record of implementing wealth management strategies
Education And Experience PreferredSecurities licensing, CFP, CTFA, CPA designation
MBA (Master’s degree in Business Administration) or JD (Juris Doctor)
#WT
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $126,985.95 - $211,643.25 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:North Palm Beach, Florida, United States of America
Job Summary
Full Time
Business Services
$93k-123k (estimate)
06/02/2024
06/29/2024
wilmingtontrust.com
WILMINGTON, DE
7,500 - 15,000
2011
STEPHEN E JENKINS
$1B - $3B
Business Services
Related Companies
About Wilmington Trust
Wilmington Trust SP Services Frankfrut GmbH is an insurance company based out of 3 Steinweg, Frankfurt am Main, Germany.
The job skills required for Senior Wealth Advisor include Wealth Management, Planning, Financial Services, Client Relationship, Relationship Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Wealth Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Wealth Advisor. Select any job title you are interested in and start to search job requirements.
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