Affluent Market Senior Financial Advisor

Mtb

Parsippany, New Jersey, United States of America
Investment and insurance sales experience
High net worth client management
Regulatory compliance knowledge
The role focuses on delivering customized financial solutions to affluent clients

Job Summary

  • The role focuses on delivering customized financial solutions to affluent clients.
  • Advisors will work collaboratively with various internal and external partners to meet client needs.
  • The position offers opportunities for mentoring and professional growth within the financial services industry.

Matching Summary

The role focuses on delivering customized financial solutions to affluent clients.

Skills & Requirements

Must-have

  • Investment and insurance sales experience
  • High net worth client management
  • Regulatory compliance knowledge

Nice-to-have

  • Mentoring less experienced advisors
  • Strong customer service skills
  • Building referral networks

Key Requirements

  • Minimum 8 years of education or experience
  • FINRA Series 7, 63 and 65 or 66 licenses
  • Life/Variable Insurance licenses

Work Rights

Not specified

Tailored Resume

Cover Letter