Financial Advisor- Centralized
M&T Bank
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.
Skills
Qualifications
About M&T Bank
mandtbank.comN/A
Recent company news
The Business JournalsM&T sells former North Buffalo branch location for $1.49M
20 hours ago
MarketBeatSienna Gestion Cuts Position in M&T Bank Corporation $MTB
3 days ago
Investing.comM&T Bank at RBC Conference: Strategic Growth and Challenges
1 day ago
Simply Wall StIs M&T Bank (MTB) Still Attractive After Recent Pullback And Strong Multi Year Run
1 day ago
GuruFocusM&T Bank (MTB) Shares Dip as Company Reports Sluggish Start to Q
1 day ago
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for M&T Bank.
Salary
$72k – $120k
per year