About this role
Wealth Advisor at Mtb. Location: Portland, Maine, United States. Role: leading team, acquiring clients, managing pipeline Requirements: Bachelor's degree (or equivalent experience), minimum 7 years sales experience in financial services, proven wealth management track record, securities licensing preferred, CFP/CTFA/CPA preferred, SAFE Act registration required, strong communication and sales skills. Category: Sales Seniority: Senior Level Certifications: securities, cfp, ctfa, cpa, safe act registration Commitment: Full Time Workplace: Onsite Languages: English