M&T Bank

Affluent Market Financial Advisor Centralized

M&T Bank

10 days ago
Buffalo, NY
Onsite
Full Time
Junior
0 applicants
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M&T Bank
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About this role

A Financial Advisor at M&T Bank provides advice-based financial solutions for smaller, less complex accounts in the mass affluent segment. The role involves selling investment and insurance solutions, collaborating with various departments, and ensuring compliance with regulatory requirements.

Skills

Qualifications

Associates’ degreeFINRA Series 7, 63 and 65 or 66 licensesPertinent state Life/Variable Insurance (LAH) licenses
M&T Bank

About M&T Bank

mandtbank.com

N/A

About M&T Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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