- 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 ... closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- M&T Bank (Wilmington, DE)
- …on compliance and risk mitigation. **Primary Responsibilities:** + Analyze and interpret Wealth documents and apply fiduciary , legal and statutory knowledge and ... **Overview:** Within a Wealth middle office environment, serves as subject matter...Certified Financial Planner (CFP) and/or Certified Trust & Financial Advisor (CTFA) designation Minimum of 5 years' financial services… more