Affluent Market Financial Advisor

M&T Bank

Buffalo, NY, United States
Base: $62,200.00 - $103,600.00; bonus/equity: not ...
Investment and insurance sales experience
Client relationship management
Sales goal achievement
This role serves as an advisor to provide tailored financial solutions for affluent clients

Job Summary

  • This role serves as an advisor to provide tailored financial solutions for affluent clients.
  • The advisor will work closely with various teams to deliver comprehensive investment and insurance solutions.
  • Meeting sales goals while ensuring compliance and customer satisfaction is a key responsibility.

Matching Summary

This role serves as an advisor to provide tailored financial solutions for affluent clients.

Salary

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

Skills & Requirements

Must-have

  • Investment and insurance sales experience
  • Client relationship management
  • Sales goal achievement

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter