Affluent Market Financial Advisor (draw Salary Plus Commission)

M&T Bank

Wyomissing, PA, United States
Draw salary + commission; not specified; not speci...
On-site
Advice-based approach to financial solutions
Mass affluent customer segment
Increase assets under management
M&T Bank is seeking an Affluent Market Financial Advisor to provide personalized financial solutions to the mass affluent customer segment in Wyomissing, PA. The ideal candidate will possess a strong background in investment and insurance sales, with the ability to grow client relationships and meet established sales goals

Job Summary

  • Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
  • Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment.
  • Meet or exceed established sales goals for assigned Market, while meeting individual client needs and complying with pertinent policies and regulations.

Matching Summary

Match Score: 85

M&T Bank is seeking an Affluent Market Financial Advisor to provide personalized financial solutions to the mass affluent customer segment in Wyomissing, PA. The ideal candidate will possess a strong background in investment and insurance sales, with the ability to grow client relationships and meet established sales goals.

Salary

Draw Salary Plus Commission; Not specified; Not specified

Skills & Requirements

Must-have

  • Advice-based approach to financial solutions
  • Mass affluent customer segment
  • Increase assets under management
  • Deliver high-quality customer service
  • Risk and regulatory standards adherence

Nice-to-have

  • Promote an environment that supports belonging
  • Build strong partnerships with banking teams

Key Requirements

  • Minimum of 6 years' higher education and/or work experience
  • Minimum of 4 years' investment or insurance sales experience
  • FINRA Series 7, 63 and 65 or 66 licenses
  • Pertinent state Life/Variable Insurance (LAH) licenses

Work Rights

Not specified

Tailored Resume

Cover Letter