Financial Advisor - M&T Bank
Core
Provide comprehensive financial planning and investment solutions to bank clients across various life stages.
Role type
Financial Advisor (Investment Program)
Builds
Client-specific investment portfolios and financial plans
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance, open architecture product selection
Preferred skills
Existing book of business, community reputation leverage
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Service existing client book, build new client base via bank referrals, create client solutions using third-party products, support clients through all financial life stages
Seniority
Mid-level, hands-on advisor
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