About this role
Senior Wealth Advisor, Palm Beach, FL at Mtb. Location: Palm Beach, Florida, United States. Role: acquiring clients, managing relationships, developing strategies Requirements: Drive revenue through new client acquisition and retention; develop comprehensive wealth strategies; bachelor's degree (or equivalent experience), 9+ years sales experience in financial services (5+ years serving HNW/UHNW preferred); securities licensing, CFP/CTFA/CPA preferred; SAFE Act registration required. Category: Sales Seniority: Senior Level Certifications: securities, cfp, ctfa, cpa, safe act registration Commitment: Full Time Workplace: Onsite Languages: English