About this role
Senior Wealth Advisor, Palm Beach, FL at Mtb. Location: Palm Beach, Florida, United States. Role: acquiring clients, managing relationships, selling services Requirements: Bachelor's degree (or equivalent experience), minimum 9 years financial services sales (or 13 years combined with 5+ years HNW sales); SAFE Act registration; proven wealth management, client acquisition, retention, and compliance skills. Category: Sales Seniority: Senior Level Certifications: safe act registration, securities, cfp, ctfa, cpa Commitment: Full Time Workplace: Onsite Languages: English