Compensation for this role is based on commission ...
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Advice-based financial solutions
Mass affluent customer segment
Investment and insurance solutions
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MTB (M&T Bank) is seeking a Financial Advisor for its Tonawanda, New York location, focusing on providing tailored financial solutions to mass affluent clients. The role emphasizes proactive business growth, customer relationship management, and compliance within a collaborative team environment.
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Job Summary
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
Prepares recommendations for customized financial solutions to current and potential Bank customers and their portfolios.
Delivers 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: 75
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MTB (M&T Bank) is seeking a Financial Advisor for its Tonawanda, New York location, focusing on providing tailored financial solutions to mass affluent clients. The role emphasizes proactive business growth, customer relationship management, and compliance within a collaborative team environment.
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Salary
Compensation for this role is based on commission - a draw will be advanced.
Skills & Requirements
Must-have
Advice-based financial solutions
Mass affluent customer segment
Investment and insurance solutions
Needs analysis and customized recommendations
Sales goals and client retention
Nice-to-have
Partnership development
Mentoring less experienced advisors
High-quality customer service experience
Key Requirements
Combined 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