Financial Advisor

MTB (M&T Bank)

Easton, MD, United States
Investment and insurance sales experience
Customer needs analysis
Sales goals achievement
The Financial Advisor serves as an advisor to provide tailored financial solutions for clients. This role focuses on increasing assets under management through proactive client engagement and partnership leveraging. Advisors are expected to maintain compliance with regulatory requirements while delivering exceptional customer service

Job Summary

  • The Financial Advisor serves as an advisor to provide tailored financial solutions for clients. This role focuses on increasing assets under management through proactive client engagement and partnership leveraging. Advisors are expected to maintain compliance with regulatory requirements while delivering exceptional customer service.

Matching Summary

The Financial Advisor serves as an advisor to provide tailored financial solutions for clients. This role focuses on increasing assets under management through proactive client engagement and partnership leveraging. Advisors are expected to maintain compliance with regulatory requirements while delivering exceptional customer service.

Skills & Requirements

Must-have

  • Investment and insurance sales experience
  • Customer needs analysis
  • Sales goals achievement

Nice-to-have

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

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