Affluent Market Financial Advisor Centralized

Mtbachelor

Buffalo, New York, United States of America
Base: $62,200.00 - $103,600.00; bonus/equity: not ...
Investment and insurance sales experience
Sales tools and modules expertise
Customer relationship management
The role involves providing advice-based financial solutions to mass affluent customers

Job Summary

  • The role involves providing advice-based financial solutions to mass affluent customers.
  • You will collaborate with various partners to deliver tailored investment and insurance solutions.
  • The position requires meeting sales goals while ensuring compliance with regulatory standards.

Matching Summary

The role involves providing advice-based financial solutions to mass affluent customers.

Salary

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

Skills & Requirements

Must-have

  • Investment and insurance sales experience
  • Sales tools and modules expertise
  • Customer relationship management

Nice-to-have

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

Key Requirements

  • Associates’ degree or equivalent experience
  • FINRA Series 7, 63 and 65 or 66 licenses
  • Pertinent state Life/Variable Insurance licenses

Work Rights

Not specified

Tailored Resume

Cover Letter