Affluent Market Financial Advisor Centralized

M&T Bank

Buffalo, New York, United States of America
Base: $62,200.00 - $103,600.00 usd; bonus/equity: ...
Investment and insurance sales experience
Finra series 7, 63, and 65 licenses
State life/variable insurance licenses
The role serves as an advisor providing advice-based financial solutions to a centralized book of mass affluent customers

Job Summary

  • The role serves as an advisor providing advice-based financial solutions to a centralized book of mass affluent customers.
  • Candidates must utilize sales tools to prepare customized investment and insurance recommendations while adhering to regulatory requirements.
  • The position involves coaching staff, building referral channels with banking partners, and maintaining strict compliance with bank policies.

Matching Summary

The role serves as an advisor providing advice-based financial solutions to a centralized book of mass affluent customers.

Salary

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

Skills & Requirements

Must-have

  • investment and insurance sales experience
  • FINRA Series 7, 63, and 65 licenses
  • state Life/Variable Insurance licenses
  • customer needs analysis and recommendations
  • compliance with BSA, AML, and KYC requirements

Nice-to-have

  • CFP, CLU, or ChFC designation
  • trust or fiduciary product experience
  • mentoring less experienced advisors
  • managed accounts experience
  • partnership development skills

Key Requirements

  • Associates degree or equivalent experience
  • Minimum 2 years investment or insurance sales experience
  • FINRA Series 7, 63, and 65 or 66 licenses
  • Pertinent state Life/Variable Insurance licenses

Work Rights

Not specified

Tailored Resume

Cover Letter