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