M
MtbSenior Wealth Advisor
Cherry Hillonsitesenior$154K – $256K
Posted 4 days ago · via Workday
About this role
Overview: 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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: segment
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Cherry Hill. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
segment
More at Mtb
- View →Global Capital Markets Trust and Pension Services Relationship ManagerBuffalo, NY
- View →GCM Unit Manager IIIRemote, USA
- View →Wealth Client AssociateRadnor, PA
- View →Global Capital Markets Relationship Manager II - Project FinanceWilmington, DE
- View →Senior Associate - Risk and Controls TestingWilmington, DE
- View →Senior Trust AdministratorNew York, NY