At Wilmington Trust, the Wealth Advisor serves as the primary relationship manager and trusted advisor for high-net-worth and ultra-high-net worth individuals, families, and business owners, helping clients navigate complex financial decisions and achieve their long-term goals. Acting as the quarterback of the entire wealth relationship, the Wealth Advisor brings together a team of specialists to deliver a coordinated and comprehensive wealth management experience tailored to each client's unique needs.
This role is responsible for developing new client relationships, deepening existing relationships, and leading the delivery of customized planning, investment, trust, fiduciary, banking, and credit solutions. The Wealth Advisor is a highly visible business partner who collaborates closely with colleagues across Wealth Management and the Community Bank to identify opportunities, enhance client relationships, and ensure a seamless client experience.
The Wealth Advisor plays a critical role in driving growth across the Wealth Advisory business while strengthening relationships throughout the bank. Success in this role is achieved not only through new business development and revenue generation, but also through the ability to build trusted relationships, coordinate internal resources, and deliver a highly personalized client experience that reflects the full value of the M&T and Wilmington Trust franchise.
Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry; or, in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience.
Minimum of 3 years’ sales experience in the high-net-worth and ultra-high-net-worth client segment.
Proven track record of implementing wealth management strategies.
Securities licensing, CFP, CTFA, CPA designation
MBA (Master’s degree in Business Administration) or JD (Juris Doctor)
#LI-LA1
#WT
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $135,100.00 - $225,100.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Portsmouth, New Hampshire, United States of America
Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. Founded in 1856 in Buffalo, NY we are now a top 11 full-service US-based commercial bank with a retail footprint across the east coast and wealth services available nationwide and abroad. As a bank, we offer advice, guidance, expertise, and solutions across the entire financial spectrum that combines M&T’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. We are a community-minded organization with more than 167 years of experience. We serve customers, community, and colleagues whether they be across the street, across the state or across the country.
As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor and we seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.
M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.
