Affluent Market Financial Advisor (draw Salary Plus Commission)

Mtb

Mount Airy, Maryland, United States of America
Base: draw salary + commission; bonus/equity: not ...
Investment and insurance sales experience
Finra series 7, 63 and 65 or 66 licenses
Ability to deliver customized financial solutions
The role focuses on providing individualized financial solutions to mass affluent clients

Job Summary

  • The role focuses on providing individualized financial solutions to mass affluent clients.
  • Responsibilities include advising clients on investment and insurance options while ensuring compliance with regulations.
  • The position offers a draw salary plus commission, reflecting a commitment to competitive compensation.

Matching Summary

The role focuses on providing individualized financial solutions to mass affluent clients.

Salary

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

Skills & Requirements

Must-have

  • Investment and insurance sales experience
  • FINRA Series 7, 63 and 65 or 66 licenses
  • Ability to deliver customized financial solutions

Nice-to-have

  • Coaching and mentoring skills
  • Strong partnership development
  • High-quality customer service experience

Key Requirements

  • Minimum of 6 years of education or experience
  • State Life/Variable Insurance licenses
  • Experience in trust/fiduciary products preferred

Work Rights

Not specified

Tailored Resume

Cover Letter