- M&T Bank (Wilmington, DE)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- M&T Bank (Wilmington, DE)
- **Overview:** Within a Wealth middle office environment, serves as subject matter expert for key administrative activities completed within the team or business ... Applies practical experience and industry expertise to execute a specific Wealth administrative function, while focusing on compliance and risk mitigation. **Primary… more
- M&T Bank (Wilmington, DE)
- …including credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further ... **Overview:** Partners with Wealth Advisors and other internal client team members...experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial… more