Affluent Market Financial Advisor (draw Salary Plus Commission)

M&T Bank

Mount Airy, MD, United States
Base: draw salary + commission; bonus/equity: not ...
Investment and insurance sales experience
Client relationship management
Regulatory compliance knowledge
The role focuses on delivering individualized financial solutions to mass affluent clients

Job Summary

  • The role focuses on delivering individualized financial solutions to mass affluent clients.
  • Advisors are expected to meet sales goals while ensuring client needs are prioritized.
  • The position involves collaboration with various teams to enhance client investment strategies.

Matching Summary

The role focuses on delivering individualized financial solutions to mass affluent clients.

Salary

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

Skills & Requirements

Must-have

  • Investment and insurance sales experience
  • Client relationship management
  • Regulatory compliance knowledge

Nice-to-have

  • Coaching and mentoring skills
  • Strong partnership development
  • Customer service excellence

Key Requirements

  • Minimum 6 years of education or experience
  • FINRA Series 7, 63 and 65 or 66 licenses
  • State Life/Variable Insurance licenses

Work Rights

Not specified

Tailored Resume

Cover Letter