Financial Advisor - M&T Bank
Core
Financial Advisor providing investment and insurance solutions to bank clients, building a client base through bank referrals and servicing an existing book of business.
Role type
Financial Advisor (Investment Program)
Builds
Client investment and insurance solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Existing book of business, strong referral network
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Service existing book of business, build new client base, create client-specific investment solutions, support clients through various financial life stages
Seniority
Mid-level, sales-focused