Affluent Market Financial Advisor (draw Salary Plus Commission)

M&T Bank

Wyomissing, PA, United States
Base: draw + commission; bonus/equity: not specifi...
Investment and insurance sales experience
Ability to meet sales goals
Customer relationship management
The role involves providing tailored financial solutions to mass affluent clients

Job Summary

  • The role involves providing tailored financial solutions to mass affluent clients.
  • Advisors are expected to grow the business through proactive client engagement.
  • The position emphasizes compliance with regulatory standards and delivering high-quality customer service.

Matching Summary

The role involves providing tailored financial solutions to mass affluent clients.

Salary

Base: Draw plus commission; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Investment and insurance sales experience
  • Ability to meet sales goals
  • Customer relationship management

Nice-to-have

  • Coaching and mentoring skills
  • Strong partnership development
  • Understanding of regulatory compliance

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter