Sr Wealth Advisor, Palm Beach, FL
Manufacturers and Traders Trust Co is hiring for Sr Wealth Advisor, Palm Beach, FL in Palm Beach, FL. Senior level, $140k–$233k a year stated. First seen October 30, 2026; open as of November 13, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Manufacturers and Traders Trust Co
- Where
- Palm Beach, FL
- Level
- Senior
- Pay stated
- $140k–$233k a year
- First seen
- October 30, 2026
- Listed via
- Workday
What the posting says
Primary Responsibilities: - Leads 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. - Responsible for leading the development of sales strategies to grow client base . Promote and sell the full array of…
Read more and apply on Manufacturers and Traders Trust Co's site
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