M&T Bank
Financial Services
AffluentMarketFinancialAdvisor
“Affluent Market Financial Advisor at M&T Bank. Skills: Financial advising, Investment sales, Insurance sales. Provide advice-based approach to financial solutions for an assigned book of business. Solicit new and existing investments and insurance solutions from mass affluent customer segment”
What You'll Achieve.
Meet or exceed established sales goals for assigned Market; Increase assets under management
Industry & Context.
Demonstrate good risk management decisions to assist in managing client complaints and preventable losses
What They're Looking For.
Must Have
FINRA Series 7, 63 and 65 or 66 licenses, Pertinent state Life/Variable Insurance (LAH) licenses
Nice to Have
Previous trust/fiduciary product, Financial Planning, Managed Accounts, or insurance experience, CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation
What You'll Do.
Provide advice-based approach to financial solutions for an assigned book of business
Solicit new and existing investments and insurance solutions from mass affluent customer segment
Deliver advice-based solutions and alternative investment and insurance solutions catered to individualized needs
Prepare recommendations for customized financial solutions
Profile customers and deliver recommendations
Deliver a diversified set of brokerage
investment and insurance and advice-based solutions
Utilize COIs (Centers of Influence) to offer a diversified set of solutions
Increase assets under management
Advise the customer on the advantages and disadvantages of different product decisions
Coach and mentor less experienced Financial Advisors
Licensed Bankers and Business Banking staff
Meet or exceed established sales goals
Maintain customer appointment activity log
Maintain and build referral channel and develop partnerships
Community Bank and Wealth through ongoing account reviews
Deliver a high-quality customer service experience
Ensure accuracy in completing required paperwork
Serve as a primary PIC (Supervisor/Person-in-Charge) to lead and manage customer relationships
Regularly review customer information to ensure compliance with BSA
AML and KYC requirements
Understand and adhere to the Company’s risk and regulatory standards
Promote an environment that supports belonging and reflects the M&T Bank brand
Maintain M&T internal control standards
How You'll Work.
Team & Collaboration
Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage; Leveraging partnerships in Retail, Business Banking and Wealth; Critical partnerships include the wealth team, the commercial lending team as well as centers of influence and existing clients
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