M&T Bank
Financial Services
FinancialAdvisor
“Financial Advisor at M&T Bank. Skills: Sales, Client relationships, Investment solutions, Insurance solutions. Build book of business. Grow book of business”
What You'll Achieve.
Grow book of business; Grow client relationships; Grow assets under management
Industry & Context.
What They're Looking For.
Must Have
4+ years investment sales experience, 4+ years insurance sales experience, Series 7 license, Series 63 license, Series 65 license, Series 66 license, Life/Variable Insurance license
Nice to Have
Previous trust/fiduciary product experience, Financial Planning experience, Managed Accounts experience, CFP designation, CLU designation, ChFC designation
What You'll Do.
Build book of business
Grow book of business
Deliver investment solutions
Deliver insurance solutions
Generate opportunities
Conduct portfolio reviews
Recommend tailored strategies
Manage client lifecycle
Manage long-term relationships
How You'll Work.
Team & Collaboration
Retail branch partnerships; Branch teams; Business banking teams; Wealth teams
Applying for this Financial Advisor role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about M&T Bank?
Real rants from real employees. Read before you apply.