Wilmington Trust
Wealth Advisor
Portland, ME
Sponsorship not specified$116k-$194kDetected 26 days ago
SalesAuditingCommunicationInternal Audit
About the role
- Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.
- Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.
- Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Responsibilities
- Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.
- 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.
- Promote an environment that supports belonging 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.
Requirements
- Proven track record of implementing wealth management strategies
- MBA (Master's degree in Business Administration) or JD (Juris Doctor)
Compensation
- M&T Bank is committed to fair, competitive, and market-informed pay for our employees.
- The pay range for this position is $116,400.00 - $194,000.00 Annual (USD).
- The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Benefits
- Education and Experience Required:
Company info
- 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.
- Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
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This listing is sourced directly from Wilmington Trust's careers page and normalized into a canonical job model.