About this role
Wealth Advisor at Mtb. Location: Naples, Florida, United States. Role: lead relationships, grow sales, manage pipeline Requirements: 7+ years sales in financial services; bachelor's degree or 11+ years combined education/experience; securities licensing; CFP/CTFA/CPA preferred; MBA/JD preferred. Category: Sales Seniority: Mid Level Certifications: cfp, ctfa, cpa Commitment: Full Time Workplace: Onsite Languages: English