M&T Bank

Affluent Market Financial Advisor (draw salary plus commission)

M&T Bank

6 days ago
Mount Airy, MD
Onsite
Full Time
Senior
0 applicants
M&T Bank
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About this role

This role involves providing financial and investment advice to mass affluent clients, developing personalized solutions to meet their needs. The position focuses on growing client assets through proactive analysis and collaboration with various banking and wealth management teams.

Skills

Qualifications

BS or higher education4 years investment or insurance sales experienceFINRA Series 7, 63, 65 or 66 licensesState Life/Variable Insurance 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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