Not specified (potentially hybrid or onsite based on the financial advisory context).
Investment and insurance sales experience
Client relationship management
Regulatory compliance knowledge
Mtbachelor is seeking a Financial Advisor for their centralized team in Buffalo, New York, to deliver personalized financial solutions primarily for mass affluent customers. The role involves advising clients on investments and insurance products, achieving sales goals, and mentoring less experienced staff
Job Summary
The role involves providing advice-based financial solutions tailored to client needs.
You will collaborate with various partners to enhance client investment opportunities.
The position emphasizes compliance with regulatory standards while delivering high-quality customer service.
Matching Summary
Match Score: 85
Mtbachelor is seeking a Financial Advisor for their centralized team in Buffalo, New York, to deliver personalized financial solutions primarily for mass affluent customers. The role involves advising clients on investments and insurance products, achieving sales goals, and mentoring less experienced staff.
Salary
Base: $62,200.00 - $103,600.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Investment and insurance sales experience
Client relationship management
Regulatory compliance knowledge
Nice-to-have
Coaching and mentoring skills
Strong partnership development
Customer service excellence
Key Requirements
Associates’ degree or equivalent experience
FINRA Series 7, 63 and 65 or 66 licenses
Minimum of 2 years’ investment or insurance sales experience