Affluent Market Financial Advisor (draw Salary Plus Commission)

MTB (M&T Bank)

Wyomissing, PA, United States
Base: draw salary + commission; bonus/equity: not ...
Investment and insurance sales experience
Client relationship management
Regulatory compliance knowledge
This role serves as an advisor providing tailored financial solutions for affluent clients. The advisor will work closely with various teams to deliver customized investment and insurance products. The position emphasizes a proactive approach to client needs and compliance with regulatory standards

Job Summary

  • This role serves as an advisor providing tailored financial solutions for affluent clients. The advisor will work closely with various teams to deliver customized investment and insurance products. The position emphasizes a proactive approach to client needs and compliance with regulatory standards.

Matching Summary

This role serves as an advisor providing tailored financial solutions for affluent clients. The advisor will work closely with various teams to deliver customized investment and insurance products. The position emphasizes a proactive approach to client needs and compliance with regulatory standards.

Salary

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

Skills & Requirements

Must-have

  • Investment and insurance sales experience
  • Client relationship management
  • Regulatory compliance knowledge

Nice-to-have

  • Coaching and mentoring skills
  • Strong partnership development
  • Customer service excellence

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter