M&T Bank is seeking a Financial Advisor to provide tailored financial solutions to a mass affluent customer segment in Syracuse, New York. The role emphasizes client relationship management and requires a blend of investment and insurance sales experience, along with a commitment to delivering high-quality customer service
Job Summary
The role serves as an advisor providing advice-based financial solutions to a mass affluent customer segment within the bank.
Candidates must actively solicit new investments and insurance solutions while leveraging partnerships with retail, business banking, and wealth teams.
The position requires maintaining strict compliance with BSA, AML, and KYC regulations while managing customer relationships and assets.
Matching Summary
Match Score: 85
M&T Bank is seeking a Financial Advisor to provide tailored financial solutions to a mass affluent customer segment in Syracuse, New York. The role emphasizes client relationship management and requires a blend of investment and insurance sales experience, along with a commitment to delivering high-quality customer service.
Salary
Base: $62,200.00 - $103,600.00 USD; Bonus/Equity: Not specified; Benefits: Not specified