About this role
Wealth Advisor at Mtb. Location: Portland, Maine, United States. Role: leading team, managing pipeline, acquiring clients Requirements: Bachelor's degree (or equivalent experience), minimum 7 years sales experience in financial services (3+ years in HNW preferred), proven wealth management track record, SAFE Act registration, and ability to lead client relationship teams. Category: Sales Seniority: Senior Level Certifications: cfp, ctfa, cpa, securities licensing, safe act registration Commitment: Full Time Workplace: Onsite Languages: English