JobsUSA Logo ImageJobsUSA

  • Home
  • About Us
  • Contact Us

Senior Wealth Advisor

M&T Bank

Company : M&T Bank

Location : New York, NY, 10001

Posted Date : 14 October 2025

Job Details

Wealth Advisor

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.

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, 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. 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 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.
  • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
  • Complete other related duties as assigned.

Scope of Responsibilities:

As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining the highest ethical standards and adhering to our fiduciary culture. Accountable for revenue growth including the acquisition of new business and the ongoing relationship management, growth and retention of our existing clients.

Managerial/Supervisory Responsibilities:

None.

Education and Experience Required:

Bachelor'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 Preferred:

Securities licensing, CFP, CTFA, CPA designation. MBA (Master's degree in Business Administration) or JD (Juris Doctor).

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $159,570.18 - $265,950.31 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Trending Searches in New York, NY

  • Full time jobs near me New York, NY
  • Local job openings
  • Places hiring near me
  • Job vacancies near me
  • Senior Wealth Advisor jobs near me New York, NY
  • Senior Wealth Advisor jobs hiring near me New York, NY
  • Senior Wealth Advisor jobs hiring near New York, NY
  • Senior Wealth Advisor jobs near New York, NY
  • Senior Wealth Advisor jobs near me in New York, NY
  • Senior Wealth Advisor jobs in New York, NY

Top trending job titles hiring now

  • Financial advisor
  • Pest control adviser
  • Wealth management advisor
  • Investment specialist
  • Private client advisor
  • Financial planner
  • Wealth advisor
  • Portfolio specialist
  • Senior financial analyst
  • Financial investment specialist

Popular Searches for Senior Wealth Advisor

  • Financial advisor jobs
  • Investment advisor jobs near me
  • Wealth management jobs near me
  • Entry finance jobs near me
  • Jobs with seniors near me
  • Cfp jobs near me
  • Finance jobs near me
  • Investment jobs near me
  • Financial planners jobs
  • New jobs hiring near me

Other Jobs You May Like

Lead Credit Product Portfolio Specialist

Company : Wells Fargo

Location : New York, NY

J.P. Morgan Wealth Management Private Client Advisor - Staten Island, NY

Company : JPMorgan Chase & Co.

Location : Staten Island, NY

Financial Advisor - Auburndale, NY

Company : TD Bank

Location : Jamaica, NY

Sr. Manager, Wealth Advisor – Schwab Wealth Advisory - Charles Schwab

Company : Charles Schwab

Location : New York, NY

Financial Advisor - Brooklyn (Chinatown), NY

Company : TD Bank

Location : Brooklyn, NY

Financial Advisor

Company : Edward Jones

Location : Queensbury, NY

Sr. Manager, Wealth Advisor – Schwab Wealth Advisory

Company : Charles Schwab

Location : New York, NY

Private Client Financial Advisor - Rochester, NY

Company : Citizens

Location : Irondequoit, NY

J.P. Morgan Wealth Management Private Client Advisor - Queens, NY (East)

Company : JPMorgan Chase & Co.

Location : Long Island City, NY

Private Client Financial Advisor - Poughkeepsie, NY

Company : Citizens

Location : Poughkeepsie, NY

Senior Financial Analyst

Company : Fiserv

Location : New York, NY

Private Client Financial Advisor - Long Island, NY

Company : Citizens

Location : Great Neck, NY

Private Client Financial Advisor - Borough Park, Brooklyn

Company : Citizens

Location : Brooklyn, NY

Private Client Financial Advisor - Williamsville, NY

Company : Citizens

Location : Williamsville, NY

Top searches

  • Jobs hiring immediately
  • Part time jobs near me
  • Full time jobs near me
  • Jobs that are hiring near me
  • Jobs near me hiring now
  • Senior Wealth Advisor jobs near me
  • Senior Wealth Advisor jobs
  • Senior Wealth Advisor jobs hiring near me
  • Senior Wealth Advisor openings near me
  • Senior Wealth Advisor vacancies near me

Employment opportunities at M&T Bank

  • M&T Bank jobs near me New York, NY
  • M&T Bank jobs hiring near me New York, NY
  • M&T Bank jobs near New York, NY
  • M&T Bank jobs hiring near me
  • M&T Bank openings near me
  • M&T Bank jobs near me in New York, NY
  • M&T Bank jobs hiring in New York, NY
  • Employment opportunities near me
  • Job openings near me
  • Jobs hiring immediately
  1. Home
  2. Companies
  3. M&T Bank Jobs Hiring Near Me
  4. Senior Wealth Advisor job in New York, NY, US
JobsUSA Footer Logo ImageJobsUSA

Email: admin@jobsusa.ai

Address: 100 Summit Dr, Burlington,
Massachusetts 01803, US

twitter linkedin instagram

Useful Links

  • Blogs
  • Jobs By Company
  • Cookie Policy
  • Privacy Policy
  • Terms and Conditions

Browse Categories

  • Nursing
  • Management
  • Therapy
  • Administrative Assistance
  • Sales
  • Physicians & Surgeons
  • Medical Technician
  • Installation & Maintenance
  • Retail
  • Driving

© 2025 JobsUSA.
All Rights Reserved.