Affluent Market Financial Advisor- (draw Salary Plus Commission)

M&T Bank

Reston, VA, United States
Base: draw salary + commission; bonus/equity: not ...
Investment and insurance solutions
Sales goals achievement
Customer relationship management
This role serves as an advisor providing tailored financial solutions to mass affluent clients. The advisor is responsible for soliciting investments and insurance solutions while ensuring compliance with regulatory standards. The position emphasizes building strong relationships with clients and partners to enhance customer satisfaction and business growth

Job Summary

  • This role serves as an advisor providing tailored financial solutions to mass affluent clients. The advisor is responsible for soliciting investments and insurance solutions while ensuring compliance with regulatory standards. The position emphasizes building strong relationships with clients and partners to enhance customer satisfaction and business growth.

Matching Summary

This role serves as an advisor providing tailored financial solutions to mass affluent clients. The advisor is responsible for soliciting investments and insurance solutions while ensuring compliance with regulatory standards. The position emphasizes building strong relationships with clients and partners to enhance customer satisfaction and business growth.

Salary

Base: Draw salary plus commission; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Investment and insurance solutions
  • Sales goals achievement
  • Customer relationship management

Nice-to-have

  • Coaching and mentoring skills
  • Strong partnership development
  • High-quality customer service

Key Requirements

  • 6 years of combined education and experience
  • 4 years of investment or insurance sales experience
  • FINRA Series 7, 63 and 65 or 66 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter