Affluent Market Financial Advisor- (draw Salary Plus Commission)

MTB (M&T Bank)

Reston, Virginia, United States of America
Draw salary + commission; compensation based on kn...
Investment and insurance sales experience
Mass affluent client segment management
Regulatory compliance and risk management
The role serves as an advisor providing advice-based financial solutions to a mass affluent book of business

Job Summary

  • The role serves as an advisor providing advice-based financial solutions to a mass affluent book of business.
  • Candidates must actively solicit new investments and insurance solutions while adhering to strict regulatory requirements like BSA and AML.
  • The position involves coaching staff, managing customer relationships, and meeting established sales goals through proactive business growth.

Matching Summary

The role serves as an advisor providing advice-based financial solutions to a mass affluent book of business.

Salary

Draw salary plus commission; Compensation based on knowledge, skills, and experience; Draw advanced against commission

Skills & Requirements

Must-have

  • investment and insurance sales experience
  • mass affluent client segment management
  • regulatory compliance and risk management

Nice-to-have

  • mentoring less experienced advisors
  • building referral channels with partners
  • high-quality customer service delivery

Key Requirements

  • 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