Financial Advisor (draw Salary Plus Commission )

MTB (M&T Bank)

Binghamton, NY, United States
Base: $62,200.00 - $103,600.00; bonus/equity: comm...
On-site
Advice-based financial solutions
Mass affluent customer segment
Investment and insurance sales
M&T Bank is seeking a Financial Advisor in Binghamton, NY, to provide tailored financial solutions to the mass affluent customer segment. The role emphasizes building client relationships, offering investment and insurance recommendations, and achieving sales goals

Job Summary

  • Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
  • Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.
  • 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.

Matching Summary

Match Score: 85

M&T Bank is seeking a Financial Advisor in Binghamton, NY, to provide tailored financial solutions to the mass affluent customer segment. The role emphasizes building client relationships, offering investment and insurance recommendations, and achieving sales goals.

Salary

Base: $62,200.00 - $103,600.00; Bonus/Equity: Commission; Benefits: Not specified

Skills & Requirements

Must-have

  • Advice-based financial solutions
  • Mass affluent customer segment
  • Investment and insurance sales
  • Needs analysis and customized recommendations
  • Partnerships with banking teams
  • Sales goal achievement
  • Regulatory compliance

Nice-to-have

  • Mentoring less experienced advisors
  • Building referral channels
  • High-quality customer service experience
  • Promoting inclusive environment

Key Requirements

  • Minimum 6 years higher education and/or work experience
  • Minimum 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