Affluent Market Financial Advisor (draw Salary Plus Commission)

M&T Bank

Mount Airy, MD, United States
Base: draw salary + commission; bonus/equity: not ...
Investment and insurance sales experience
Client relationship management
Regulatory compliance knowledge
This role focuses on providing individualized financial solutions to affluent clients based on their unique needs. The advisor will collaborate with various teams to deliver a comprehensive range of investment and insurance products. Success in this position is driven by proactive client engagement and adherence to regulatory standards

Job Summary

  • This role focuses on providing individualized financial solutions to affluent clients based on their unique needs. The advisor will collaborate with various teams to deliver a comprehensive range of investment and insurance products. Success in this position is driven by proactive client engagement and adherence to regulatory standards.

Matching Summary

This role focuses on providing individualized financial solutions to affluent clients based on their unique needs. The advisor will collaborate with various teams to deliver a comprehensive range of investment and insurance products. Success in this position is driven by proactive client engagement and adherence to regulatory standards.

Salary

Base: Draw salary plus commission; 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
  • High-quality customer service

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter