Financial Advisor - Centralized
MANUFACTURERS AND TRADERS TRUST COMPANY(1 month ago)
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.
Required Skills
- Investment Sales
- Insurance Sales
- Financial Planning
- Client Advisory
- Relationship Building
- Referral Development
- Compliance
- KYC
- AML
- Mentoring
Qualifications
- Associates Degree (or equivalent combination of education/experience)
- 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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