Compensation for this role is based on commission ...
On-site
Advice-based financial solutions
High net worth customer segment
Investment and insurance sales
M&T Bank is seeking an Affluent Market Senior Financial Advisor in Parsippany, New Jersey, to provide tailored financial solutions for high net worth clients. The position emphasizes advice-based selling of investments and insurance products while mentoring junior advisors
Job Summary
Provides advice-based approach to financial solutions for an assigned book of business, actively soliciting new and existing investments and insurance from the high net worth customer segment.
Works with various internal partners to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer.
Mentors less experienced Advisors to achieve sales goals as expected and promotes an environment that supports belonging and reflects the M&T Bank brand.
Matching Summary
Match Score: 85
M&T Bank is seeking an Affluent Market Senior Financial Advisor in Parsippany, New Jersey, to provide tailored financial solutions for high net worth clients. The position emphasizes advice-based selling of investments and insurance products while mentoring junior advisors.
Salary
Compensation for this role is based on commission - a draw will be advanced.
Skills & Requirements
Must-have
advice-based financial solutions
high net worth customer segment
investment and insurance sales
customer needs analysis
referral channel development
Nice-to-have
mentoring less experienced advisors
deepening client relationships
generational wealth planning
Key Requirements
Minimum of 8 years higher education and/or work experience
Minimum of 6 years investment or insurance sales experience
FINRA Series 7, 63 and 65 or 66 licenses
Pertinent state Life/Variable Insurance (LAH) licenses