Financial Consultant
MANUFACTURERS AND TRADERS TRUST COMPANY(25 days ago)
About this role
Provides individualized needs-based investment and insurance solutions to current and prospective bank customers, operating under the guidance of more experienced Financial Advisors. Focuses on growing assets under management within an assigned market and branches by conducting needs analyses, profiling clients, and closing sales opportunities. Serves primarily high-net-worth clients and collaborates closely with retail and business banking partners to generate referrals and meet client needs.
Required Skills
- Needs Analysis
- Financial Advice
- Sales
- Relationship Management
- Client Service
- Compliance
- AML/KYC
- Investment Products
- Insurance Products
- Referral Development
Qualifications
- Associate Degree
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- State Life/Variable Insurance (LAH) License
- FINRA Series 65
- FINRA Series 66
About MANUFACTURERS AND TRADERS TRUST COMPANY
mandtbank.comN/A
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