Financial Advisor- Centralized
MANUFACTURERS AND TRADERS TRUST COMPANY(1 month ago)
About this role
The Financial Advisor provides advice-based financial solutions to a book of smaller, less complex mass-affluent retail and business banking clients. The role focuses on soliciting investment and insurance solutions while coordinating with Investment Advisors, Wealth partners, and community teams. The advisor acts as a primary contact to grow assets under management and ensure client needs are met in line with regulatory standards.
Required Skills
- Financial Advice
- Investment Sales
- Insurance Sales
- Portfolio Analysis
- Client Prospecting
- Relationship Management
- Regulatory Compliance
- KYC
- AML
- Coaching
+1 more
Qualifications
- Associates Degree
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65 or 66
- State Life/Variable Insurance (LAH) License
- CFP
- CLU
- ChFC
About MANUFACTURERS AND TRADERS TRUST COMPANY
mandtbank.comN/A
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