Senior Private Client Advisor

Employer
M&T Bank
Location
Washington, DC
Posted
Oct 13, 2017
Closes
Oct 16, 2017
Function
Accountant, IT
Hours
Full Time
Senior Private Client Advisor Wilmington Trust Washington, DC Basic Function The Senior Private Client Advisor will 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 individiuals, 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 . Essential Position Responsibilities Focus is new sales revenue through client acquisition and expansion of existing clients. Actively monitors client's financial situation and proactively engages clients in consideration of changes or additions to their financial strategies. Promotes and sells the full array of financial services distributed by the company to current and new clients. Actively cultivates and maintains relationships with sources of new business. Working through the Relationship Manager, assess client's current financial situation and goals and objectives through the financial planning process. Prioritize short term and long term needs of the client. Recommend ideas, suggestions and alternatives utilizing a team of specialists. Implement and deliver specific solutions. The Senior Private Client Advisor position will have a direct impact on revenue of MTIG and the growth of the Wealth Advisory business and fee income of the Bank. Minimum Qualifications Required:Bachelor's Degree, or in lieu of degree, ten years' relevant sales/professional work experience. Minimum seven years' sales experience in the financial services industry. A proven track record of implementation of wealth management strategies. Knowledge of various individual and institutional wealth advisory solutions including: Wealth Solutions: discretionary investment management, trust and estate planning, financial and wealth planning. Brokerage Solutions: mutual funds, UIT's, variable and fixed annuities, individual stocks and bonds and other related brokerage solutions. Insurance Solutions: permanent (variable life, universal life, and whole life) and term insurance, long term care, disability and wealth transfer. FINRA Series 6 or 7 and 66 State Life and Health licenses. General computer knowledge. Strong inter-personal, verbal and written skills. Excellent listening and problem-solving skills. Strong presentation, planning and follow-up skills. Effective team player. Ability to build internal and external referral networks. Proven sales success. Ideal Qualifications Preferred: JD, CFP, MBA, CFA or similar designations preferred. 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. Job Posting: Apr 12, 2017, 12:31:12 PM Unposting Date: Ongoing