Affluent Market Financial Advisor
MANUFACTURERS AND TRADERS TRUST COMPANY(2 months ago)
About this role
A Financial Advisor at M&T/Wilmington Advisors provides advice-based financial and insurance solutions to mass-affluent clients, focusing on personalized investment strategies and holistic financial guidance. The role supports collaboration with Retail, Business Banking and Wealth teams to grow assets under management for clients typically holding up to $3M in investible assets. Position is based in Buffalo, NY.
Required Skills
- Investment Sales
- Insurance Sales
- Financial Planning
- Client Advisory
- Relationship Management
- Asset Management
- Managed Accounts
- Regulatory Compliance
- KYC
- AML
+2 more
Qualifications
- Combined 6 Years Higher Education/Experience
- 4 Years Investment/Insurance Sales Experience
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65 or 66
- State Life/Variable Insurance (LAH) License
- CFP (preferred)
- CLU (preferred)
- ChFC (preferred)
About MANUFACTURERS AND TRADERS TRUST COMPANY
mandtbank.comN/A
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