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  • Wilkes-Barre, PA

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Private Client Advisor; Wilkes-Barre

M&T Bank • Wilkes-Barre, PA

Posted 7 hours ago

Job Snapshot

Full-Time
Other Great Industries
Sales, Accounting, Management

Job Description

FUNCTION:
Focuses 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.

Responsibilities:
Generate new sales revenue through client acquisition and expansion of existing clients.
Work closely with 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 clients.
Recommend ideas, suggestions and alternative Wealth solutions by utilizing a team of specialists if applicable.
Implement and deliver specific solutions.
Manage and review relationships on an ongoing basis to ensure that client goals and objectives are achieved.
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 5 years' sales experience in a financial services industry, or in lieu of a degree, a combined minimum of 9 years' higher education and/or work experience, including a minimum of 5 years' sales experience in a 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
CFP, CTFA or CFP or similar certifications

We encourage candidates with relevant military experience to apply.

Job ID: 3DLSQ
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