Affluent Market Senior Financial Advisor

M&T Bank

Parsippany, New Jersey, United States
Investment and insurance sales experience
Ability to mentor less experienced advisors
Strong customer service skills
The role focuses on delivering customized financial solutions to high net worth clients

Job Summary

  • The role focuses on delivering customized financial solutions to high net worth clients.
  • Advisors will work closely with various partners to increase assets under management.
  • Mentoring less experienced Advisors is a key responsibility of this position.

Matching Summary

The role focuses on delivering customized financial solutions to high net worth clients.

Skills & Requirements

Must-have

  • Investment and insurance sales experience
  • Ability to mentor less experienced Advisors
  • Strong customer service skills

Nice-to-have

  • Experience with financial planning services
  • Strong partnership building skills
  • Ability to meet sales goals

Key Requirements

  • Minimum 8 years of education and/or work experience
  • FINRA Series 7, 63 and 65 or 66 licenses
  • State Life/Variable Insurance licenses

Work Rights

Not specified

Tailored Resume

Cover Letter