Job Summary

• The role focuses on delivering customized financial solutions to high net worth clients by leveraging partnerships across Retail, Business Banking, and Wealth teams to meet client needs with their best interests in mind.
• The advisor is responsible for increasing assets under management through proactive client engagement, maintaining compliance with regulatory standards, and mentoring less experienced advisors to achieve sales goals.
• This position emphasizes a high quality customer service experience, adherence to risk and regulatory policies, and fostering an environment that supports belonging and reflects the M&T Bank brand.

Matching Summary

Salary

Base: Not specified; Bonus/Equity: Commission-based with draw advanced; Benefits: Not specified

Skills & Requirements

Key Requirements

• Minimum 6 years investment or insurance sales experience
• Combined minimum 8 years education and/or work experience
• FINRA Series 7, 63 and 65 or 66 licenses
• Pertinent state Life/Variable Insurance licenses
• Trust/fiduciary experience
• CFP, CLU, or ChFC designation preferred

Work Rights