Financial Advisor- Centralized

Mtb

Buffalo, New York, United States of America
Base: $62,200.00 - $103,600.00 annual (usd); bonus...
Not specified
Investment and insurance sales experience
Ability to provide advice-based solutions
Experience with mass affluent customer segment
M&T Bank is seeking a Financial Advisor for its centralized operations in Buffalo, New York, focusing on providing personalized financial solutions to a mass affluent customer segment. The role involves collaborating with various partners to deliver investment and insurance solutions while maintaining compliance and fostering customer relationships

Job Summary

  • The role involves providing customized financial solutions to clients based on their individual needs. Advisors will work collaboratively with various partners to enhance client relationships and increase assets under management. The position emphasizes compliance with regulatory standards while delivering a high-quality customer service experience.

Matching Summary

Match Score: 85

M&T Bank is seeking a Financial Advisor for its centralized operations in Buffalo, New York, focusing on providing personalized financial solutions to a mass affluent customer segment. The role involves collaborating with various partners to deliver investment and insurance solutions while maintaining compliance and fostering customer relationships.

Salary

Base: $62,200.00 - $103,600.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Investment and insurance sales experience
  • Ability to provide advice-based solutions
  • Experience with mass affluent customer segment

Nice-to-have

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

Key Requirements

  • Associates’ degree or equivalent work experience
  • FINRA Series 7, 63 and 65 or 66 licenses
  • Minimum of 2 years’ investment or insurance sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter