Financial Advisor- Centralized

M&T Bank

Danvers, MA, United States
Base: $72,200.00 - $120,300.00 annual (usd); bonus...
Investment and insurance sales experience
Customer relationship management
Sales goal achievement
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 products.
  • The position emphasizes compliance with regulatory standards and maintaining customer relationships.

Matching Summary

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

Salary

Base: $72,200.00 - $120,300.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

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

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
  • Minimum of 2 years investment or insurance sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter