M
MtbSenior Wealth Strategist
McLeanhybridsenior$154K – $270K
Posted 4 days ago · via Workday
About this role
Senior Wealth Strategist Location: This position may be based anywhere within the M&T Bank footprint, with responsibility for supporting clients and partners throughout the Metro DC/Beltway market. Hybrid work schedule with 4 days per week in the office. Overview: At Wilmington Trust, we help some of the nation's most successful families, entrepreneurs, and business owners preserve, protect, and transfer wealth across generations. We are seeking an experienced Wealth Strategist to serve as a trusted advisor to ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs.…
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
We compare your skills against the role requirements.
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 McLean. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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