M&T Bank
Financial Services
AffluentMarketFinancialAdvisor
“Affluent Market Financial Advisor at M&T Bank. Skills: Financial advisory, Client relationship management. Build client relationships. Deliver investment solutions”
Industry & Context.
What They're Looking For.
Must Have
4 years investment or insurance sales experience, FINRA Series 7, FINRA Series 63, FINRA Series 65 or 66, Pertinent state Life/Variable Insurance licenses
Nice to Have
Licensed banker, Early-career advisor, Banking experience, Sales experience, Client-facing experience, Relationship-building skills, Growth mindset
What You'll Do.
Build client relationships
Deliver investment solutions
Deliver insurance solutions
Support portfolio reviews
Support client lifecycle management
Partner across Retail teams
Partner across Business Banking teams
Partner across Wealth teams
How You'll Work.
Team & Collaboration
Referral network; Branch partnerships; Retail teams; Business Banking teams; Wealth teams
Applying for this Affluent Market Financial Advisor role?
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ANONYMOUS · UNFILTERED
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