Associate Advisor - M&T Bank
Core
Financial Advisor providing investment solutions to bank clients within the M&T Bank Investment Program.
Role type
Financial Advisor (Investment Sales)
Builds
Client investment solutions and financial plans
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
building client base, leveraging bank referral systems
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Support clients in every stage of their financial life, create client solutions without proprietary products, find new clients via the bank's client base, grow business with LPL tools and support
Seniority
Mid-level, hands-on IC
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