M&T Bank

Financial Advisor

M&T Bank

3 days ago
Tonawanda, NY
Onsite
Full Time
Senior
0 applicants
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M&T Bank
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About this role

A Financial Advisor at M&T Bank provides tailored investment and insurance solutions to mass affluent customers, focusing on individualized needs analysis and delivering customized financial advice while adhering to regulatory requirements.

Skills

Qualifications

FINRA Series 7, 63 and 65 or 66 licensesPertinent state Life/Variable Insurance (LAH) licensesCFP (Certified Financial Planner)CLU (Chartered Life Underwriter)ChFC (Chartered Financial Consultant) designation
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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