Centralized Financial Advisor
MANUFACTURERS AND TRADERS TRUST COMPANY(24 days ago)
About this role
An advisor who provides advice-based financial solutions to mass-affluent customers in a centralized book of smaller, less complex accounts. The role focuses on soliciting investments and insurance products and coordinating with Retail, Business Banking, and Wealth partners to deliver tailored solutions aligned with each client's best interests.
Required Skills
- Investment Advice
- Insurance Solutions
- Financial Planning
- Client Relationships
- Sales
- Compliance
- KYC
- AML
- Coaching
- Portfolio Management
+2 more
Qualifications
- Associate's Degree
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65 or 66
- State Life/Variable Insurance License
- CFP
- CLU
- ChFC
About MANUFACTURERS AND TRADERS TRUST COMPANY
mandtbank.comN/A
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