Financial Advisor-centralized

M&T Bank

Bridgeport, CT, United States
Base: $75,900.00 - $126,500.00; bonus/equity: not ...
Investment and insurance sales experience
Finra series 7, 63 and 65 or 66 licenses
Customer relationship management
The role involves providing advice-based financial solutions for a book of business in a centralized area

Job Summary

  • The role involves providing advice-based financial solutions for a book of business in a centralized area.
  • The advisor will work with various partners to deliver customized investment and insurance solutions.
  • The position requires meeting established sales goals while ensuring compliance with regulations.

Matching Summary

The role involves providing advice-based financial solutions for a book of business in a centralized area.

Salary

Base: $75,900.00 - $126,500.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Investment and insurance sales experience
  • FINRA Series 7, 63 and 65 or 66 licenses
  • Customer relationship management

Nice-to-have

  • Coaching and mentoring skills
  • Team collaboration with financial partners
  • Customer service excellence

Key Requirements

  • Associates’ degree or equivalent experience
  • Minimum of 2 years’ investment or insurance sales experience
  • Pertinent state Life/Variable Insurance licenses

Work Rights

Not specified

Tailored Resume

Cover Letter