Affluent Market Financial Advisor (draw salary plus commission)
MANUFACTURERS AND TRADERS TRUST COMPANY(19 days ago)
About this role
This role involves providing personalized financial advice and solutions to clients in the mass affluent segment, primarily offering investments and insurance options. The position emphasizes building relationships, advising on financial products, and growing the business through proactive customer engagement.
Required Skills
- Financial Planning
- Investment Advice
- Insurance
- Client Relations
- Regulatory Compliance
- Sales
- Fiduciary
- Financial Products
- KYC
- AML
About MANUFACTURERS AND TRADERS TRUST COMPANY
mandtbank.comN/A
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