**
M&T Bank is seeking a Financial Advisor for its centralized operations in Buffalo, New York. The role involves providing tailored financial solutions to a book of smaller, less complex accounts while collaborating with various internal teams to enhance client services and achieve sales goals.
**
Job Summary
The role serves as an advisor providing advice-based financial solutions to a centralized book of business comprising smaller, less complex accounts.
Candidates must sell and close investment and insurance products while ensuring all activities align with the client's best interests and regulatory requirements.
The position involves coaching staff, maintaining compliance with Bank Secrecy Act and Anti-Money Laundering standards, and meeting established sales goals.
Matching Summary
Match Score: 75
**
M&T Bank is seeking a Financial Advisor for its centralized operations in Buffalo, New York. The role involves providing tailored financial solutions to a book of smaller, less complex accounts while collaborating with various internal teams to enhance client services and achieve sales goals.
**
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
compliance with BSA AML and KYC requirements
Nice-to-have
mentoring less experienced financial advisors
building strong referral partnerships
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