Financial Consultant

M&T Bank

Buffalo, NY, United States
$26.00 - $43.34 hourly (usd); not specified; not s...
Needs analysis skills
Sales experience
Customer service excellence
This position involves conducting needs analysis for clients to provide tailored financial solutions

Job Summary

  • This position involves conducting needs analysis for clients to provide tailored financial solutions.
  • The role requires meeting sales goals while ensuring compliance with regulations and policies.
  • Candidates will work closely with retail and business banking to enhance client relationships and referrals.

Matching Summary

This position involves conducting needs analysis for clients to provide tailored financial solutions.

Salary

$26.00 - $43.34 Hourly (USD); Not specified; Not specified

Skills & Requirements

Must-have

  • needs analysis skills
  • sales experience
  • customer service excellence

Nice-to-have

  • collaborative team player
  • strong relationship building
  • high net worth client focus

Key Requirements

  • Associate degree or equivalent experience
  • 3 years sales or banking experience
  • FINRA Series 6 or Series 7 and Series 63 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter