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Senior Private Client Advisor in Buffalo, NY at M&T Bank

Date Posted: 11/25/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Buffalo, NY
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    11/25/2018
  • Job ID:
    3DK1O

Job Description

Senior Private Client Advisor

Wilmington Trust

Buffalo, NY

Function:
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.

Responsibilities:
Generate new sales revenue through client acquisition and expansion of existing clients.
Actively monitor client's financial situation and proactively engage clients in consideration of changes or additions to their financial strategies. Promote and sell the full array of financial services distributed by the company to current and new clients. Actively cultivate and maintain 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.
Work through the Relationship Manager, assess client's current financial situation and goals and objectives through the financial planning process.
Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
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.

Required Qualifications:
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, including a minimum of 7 years' sales experience in the financial services industry
FINRA Series 6 or 7 and 66
State Life and Health licenses
Proven track record of implementation of wealth management strategies

Preferred Qualifications:
MBA or JD
JD, CFP, MBA, CFA or similar designations

We encourage candidates with relevant military experience to apply.

About M&T

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.




M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer. M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.