Business & FinanceHybrid
Senior Wealth Strategist
M&T BankCos Cob, CT
$153,700–284,100/yr
Posted Oct 15, 2026
What you’d do
Advise ultra-high-net-worth families and business owners on estate, trust, tax, and wealth transfer strategies, partnering with advisors, attorneys, and CPAs. Manage planning relationships for about 50 affluent families in a full-time role. Found on the employer's careers page on Oct 17, 2026. Apply through the link.
You’ll need
- Bachelor's degree
- 7+ years relevant industry experience
- Estate and trust planning expertise
- High net worth client experience
- Federal transfer and/or income tax knowledge
Our summary of the listing. The full listing has the details.