Affluent Market Financial Advisor (draw Salary Plus Commission)
M&T Bank
Baltimore, MD, United States
Base: draw + commission; bonus/equity: not specifi...
Investment and insurance sales experience
Finra series 7, 63 and 65 or 66 licenses
Customer relationship management
This role serves as an advisor providing advice-based financial solutions for affluent clients. The advisor will actively solicit investments and insurance solutions while ensuring compliance with regulatory requirements. The position emphasizes building strong partnerships and delivering a high-quality customer service experience to enhance client relationships
Job Summary
This role serves as an advisor providing advice-based financial solutions for affluent clients. The advisor will actively solicit investments and insurance solutions while ensuring compliance with regulatory requirements. The position emphasizes building strong partnerships and delivering a high-quality customer service experience to enhance client relationships.
Matching Summary
This role serves as an advisor providing advice-based financial solutions for affluent clients. The advisor will actively solicit investments and insurance solutions while ensuring compliance with regulatory requirements. The position emphasizes building strong partnerships and delivering a high-quality customer service experience to enhance client relationships.
Salary
Base: Draw plus commission; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Investment and insurance sales experience
FINRA Series 7, 63 and 65 or 66 licenses
Customer relationship management
Nice-to-have
Coaching and mentoring skills
Strong partnership development
High-quality customer service
Key Requirements
Minimum 6 years of education or experience
4 years of investment or insurance sales experience