M&T Bank

Financial Advisor - Centralized

M&T Bank

3 months ago
Buffalo, NY
Onsite
Full Time
Medior
0 applicants
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M&T Bank
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About this role

Financial Advisor position at M&T Bank serving mass-affluent customers within a centralized book of smaller, less complex accounts. Provides tailored investment and insurance advice in collaboration with Retail, Business Banking, and Wealth partners while acting as the primary point of contact for clients' financial needs.

Skills

Qualifications

Associates Degree (or equivalent combination of education/experience)FINRA Series 7FINRA Series 63FINRA Series 65 or 66State Life/Variable Insurance (LAH) 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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