Financial Advisor (draw Salary Plus Commission )

MTB (M&T Bank)

Binghamton, NY, United States
Base: $62,200.00 - $103,600.00; bonus/equity: not ...
Investment and insurance sales experience
Customer relationship management
Sales goal achievement
The role involves providing advice-based financial solutions to a mass affluent customer segment

Job Summary

  • The role involves providing advice-based financial solutions to a mass affluent customer segment.
  • Financial Advisors are expected to meet or exceed sales goals while ensuring compliance with regulations.
  • The position emphasizes building strong partnerships and delivering personalized investment strategies.

Matching Summary

The role involves providing advice-based financial solutions to a mass affluent customer segment.

Salary

Base: $62,200.00 - $103,600.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Investment and insurance sales experience
  • Customer relationship management
  • Sales goal achievement

Nice-to-have

  • Coaching and mentoring skills
  • Strong partnership development
  • High-quality customer service

Key Requirements

  • 6 years of higher education or work experience
  • FINRA Series 7, 63 and 65 or 66 licenses
  • State Life/Variable Insurance licenses

Work Rights

Not specified

Tailored Resume

Cover Letter