Private Client Advisor

This job is no longer active. View similar jobs.

POST DATE 9/20/2017
END DATE 3/23/2018

M & T Bank Rochester, NY

M & T Bank
Rochester, NY
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Entry Level (0 - 2 years)
Bachelors Degree


Private Client Advisor

Wilmington Trust

Rochester, NY

Basic Function

The 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 individuals, business owners, and families.

Essential Position Responsibilities

Focus is new sales revenue through client acquisition and expansion of existing clients. 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. Manage and review the relationship on an ongoing basis to ensure that the client's goals and objectives are achieved. 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, four years' relevant sales/professional work experience.

Minimum five 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 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.


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.