Search using our robust engine. Get the recommendations you need to get ahead.
Browse through our expansive list of legal practice areas.
Work where you are or where you would like to be. Find where you will work with LawCrossing.
Use our marketplace to feature your opportunity
Start your search today
Set up your account and manage your company profile on LawCrossing
Look through and compare company profiles
Learn from the legal expert
Discover salaries and the scope of your next job
LawCrossing Works Read Testimonials and Share your Story
Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Trusts and Estates
Min 7 yrs required
Senior Private Client Advisor Duties: 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: 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. Actively cultivates and maintains 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. Working through the Relationship Manager, assess client’s current financial situation and goals and objectives through the financial planning process. 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.
Qualification and Experience
QUALIFICATIONS: Bachelor’s Degree, or in lieu of degree, 10 years’ relevant sales/professional work experience. MBA or JD preferred. JD Degree, CFP, MBA, CFA or similar designations preferred. 7+ years’ sales experience in the financial services industry. A proven track record of implementation of wealth management strategies. FINRA Series 6 or 7 and 66. State Life and Health licenses.
Ref. 3DK7G
Sign Up Now