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M&T Bank is seeking a Financial Advisor in Buffalo, New York, to provide advice-based financial solutions to a centralized portfolio of smaller, less complex accounts. The role involves collaborating with investment and financial advisors to meet the needs of mass affluent customers while ensuring compliance with regulatory requirements.
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Job Summary
The role serves as an advisor providing advice-based financial solutions for a centralized book of smaller, less complex accounts.
Candidates must sell and close investment and insurance products while ensuring all activities meet regulatory requirements and the client's best interests.
The position involves coaching less experienced staff and maintaining strong partnerships with Retail, Business Banking, and Wealth teams to increase referrals.
Matching Summary
Match Score: 75
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M&T Bank is seeking a Financial Advisor in Buffalo, New York, to provide advice-based financial solutions to a centralized portfolio of smaller, less complex accounts. The role involves collaborating with investment and financial advisors to meet the needs of mass affluent customers while ensuring compliance with regulatory requirements.
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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
Customer needs analysis and recommendations
Regulatory compliance with BSA AML KYC
Nice-to-have
Coaching and mentoring staff members
Building referral partnerships with branches
Delivering high quality customer service
Key Requirements
Associates degree or equivalent experience
FINRA Series 7, 63, and 65 or 66 licenses
State Life/Variable Insurance (LAH) licenses
Minimum 2 years investment or insurance sales experience