About this role
Wealth Advisor Team Leader at Mtb. Location: Fairfield, Connecticut, United States. Role: Lead team, Manage pipelines, Grow relationships Requirements: Lead wealth advisor teams; 9+ years relevant exp; Bachelor's degree; MBA/CFP/CTFA/CPA/CFA preferred; strong sales and relationship skills. Category: Sales Seniority: Senior Level Tools: CRM, Excel, Financial planning software Certifications: cfp, ctfa, cpa, cfa Commitment: Full Time Workplace: Hybrid Languages: English