{"id":1454005,"url":"https://alion.io/job/wilmington-trust-wealth-advisor","title":"Wealth Advisor","company":{"id":1897408,"name":"Wilmington Trust","domain":"wilmingtontrust.com","url":"https://alion.io/company/wilmingtontrust","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":13,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":27,"computed_at":"2026-10-28T05:59:10Z"}},"role":"Finance","role_family":"Finance","seniority":"staff","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Hauppauge, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":142100,"max":236800,"currency":"USD","period":"year","gross":null,"usd_annual":236800},"salary_estimate":null,"experience_years_min":11,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-01T00:00:00Z","employer_posted_date":"2026-09-01","last_verified_at":"2026-10-28T03:48:41Z","board_verified":true,"closed_at":null,"days_open":57,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":57},"description":"Overview:\nAccountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.\nPrimary Responsibilities:\nLeads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis.\nResponsible for leading the development of sales strategies to grow client base .Promote and sell the full array of financial services distributed by the Company to current and new clients.\nCoordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable.\nResponsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal.Implement and deliver specific solutions.\nLeads client relationship review discussion with committee.Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved.\nAdhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.\nPromote an environment that supports belonging and reflects the M&T Bank brand.\nMaintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.\nResponsible for meeting and maintaining registration requirements under the Federal SAFE Act.\nComplete other related duties as assigned.\nScope of Responsibilities:\nThis position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank.\nEducation and Experience Required:\nBachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 3 years’ sales experience in the high net worth and ultra high net worth client segment\nProven track record of implementing wealth management strategies\nEducation and Experience Preferred:\nSecurities licensing, CFP, CTFA, CPA designation\nMBA (Master’s degree in Business Administration) or JD (Juris Doctor)\nM&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $142,100.00 - $236,800.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location\nHauppauge, New York, United States of America","description_format":"text","description_chars":3085,"description_truncated":false,"requirements":{"experience_years_min":11,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Services","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-09-29T08:57:32Z"}],"visa":[],"liveness":{"score":18,"band":"cold","label":"Long shot","p_open":1,"p_active":0.511,"p_room":0.35,"age_days":57,"expected_fill_days":27,"reasons":["conf:2","stale_co","velocity","win:tail"],"computed_at":"2026-10-28T05:59:10Z"},"pay":{"stated_usd_annual":236800,"is_top_pay":true},"html_url":"https://alion.io/job/wilmington-trust-wealth-advisor","json_url":"https://alion.io/job/wilmington-trust-wealth-advisor.json","meta":{"generated_at":"2026-10-28T15:52:53Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":21321,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-29T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1897408},"rest":"https://alion.io/mcp/rest/get_company?id=1897408"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fwilmington-trust-wealth-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fwilmington-trust-wealth-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fwilmington-trust-wealth-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/wilmington-trust-wealth-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwilmington-trust-wealth-advisor"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1454005}},{"tool":"search_jobs","arguments":{"company":"wilmingtontrust.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1454005},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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