- M&T Bank (Wilmington, DE)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team… more
- M&T Bank (Wilmington, DE)
- …**Primary Responsibilities:** + Analyze and interpret Wealth documents and apply fiduciary , legal and statutory knowledge and experience to execute certain ... Statistics Certified Financial Planner (CFP) and/or Certified Trust & Financial Advisor (CTFA) designation Minimum of 5 years' financial services industry experience… more