Affluent Market Financial Advisor- (draw Salary Plus Commission)

M&T Bank

Reston, VA, United States
Draw salary + commission
On-site
Advice-based financial solutions
Mass affluent customer segment
Investment and insurance solutions
M&T Bank seeks an Affluent Market Financial Advisor in Reston, VA, to provide personalized financial solutions to a mass affluent customer segment. The role involves engaging with clients to understand their financial needs and recommending investment and insurance solutions while meeting sales goals

Job Summary

  • Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
  • Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.
  • Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client’s best interest in mind.

Matching Summary

Match Score: 85

M&T Bank seeks an Affluent Market Financial Advisor in Reston, VA, to provide personalized financial solutions to a mass affluent customer segment. The role involves engaging with clients to understand their financial needs and recommending investment and insurance solutions while meeting sales goals.

Salary

Draw Salary Plus Commission

Skills & Requirements

Must-have

  • Advice-based financial solutions
  • Mass affluent customer segment
  • Investment and insurance solutions
  • Sales goals and client needs
  • Referral channel development
  • Risk and regulatory standards

Nice-to-have

  • Mentoring less experienced staff
  • High-quality customer service
  • Promote an environment of belonging

Key Requirements

  • Minimum 6 years higher education and/or work experience
  • Minimum 4 years investment or insurance sales experience
  • FINRA Series 7, 63 and 65 or 66 licenses
  • Pertinent state Life/Variable Insurance (LAH) licenses

Work Rights

Not specified

Tailored Resume

Cover Letter