M&T Bank

Centralized Financial Advisor

M&T Bank

2 months ago
Buffalo, NY
Onsite
Full Time
Medior
0 applicants
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M&T Bank
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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.

Skills

Qualifications

Associate's DegreeFINRA Series 7FINRA Series 63FINRA Series 65 or 66State Life/Variable Insurance License
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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