Affluent Market Financial Advisor (draw Salary Plus Commission)
M&T Bank
Mount Airy, MD, United States
Draw salary + commission; not specified; not speci...
On-site
Advice-based financial solutions
Mass affluent customer segment
Investment and insurance solutions
M&T Bank seeks an Affluent Market Financial Advisor to provide personalized financial solutions to mass affluent clients, focusing on investment and insurance products. The role involves actively soliciting new business, collaborating with various banking teams, and ensuring compliance with regulatory standards
Job Summary
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.
Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client’s best interest in mind.
Matching Summary
Match Score: 85
M&T Bank seeks an Affluent Market Financial Advisor to provide personalized financial solutions to mass affluent clients, focusing on investment and insurance products. The role involves actively soliciting new business, collaborating with various banking teams, and ensuring compliance with regulatory standards.
Salary
Draw Salary Plus Commission; Not specified; Not specified
Skills & Requirements
Must-have
Advice-based financial solutions
Mass affluent customer segment
Investment and insurance solutions
Needs analysis and recommendations
Sales goals and activity logging
Partnership development
Nice-to-have
Mentoring less experienced advisors
High-quality customer service experience
Risk and regulatory adherence
Key Requirements
Minimum 6 years higher education and/or work experience
Minimum 4 years investment or insurance sales experience
FINRA Series 7, 63 and 65 or 66 licenses
Pertinent state Life/Variable Insurance (LAH) licenses