Financial Advisor
MANUFACTURERS AND TRADERS TRUST COMPANY(1 month ago)
About this role
Provides advice-based investment and insurance solutions to an assigned book of mass affluent clients, delivering customized recommendations based on individualized needs analysis. Acts as a primary advisor and person-in-charge, partnering with Retail, Business Banking, Wealth teams and external carriers to grow assets under management. Focuses on meeting client best interests and regulatory requirements while expanding referrals and coaching less experienced staff.
Required Skills
- Financial Advice
- Investment Sales
- Insurance Sales
- Needs Analysis
- Relationship Management
- Compliance
- Risk Management
- Mentoring
- Account Reviews
- Product Knowledge
Qualifications
- 6 Years Combined Education/Experience
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65 or 66
- State Life/Variable Insurance (LAH)
- CFP (Preferred)
- CLU (Preferred)
- ChFC (Preferred)
About MANUFACTURERS AND TRADERS TRUST COMPANY
mandtbank.comN/A
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