Centralized Advisor - M&T Bank
Core
Financial Advisor providing investment solutions to bank clients via M&T Bank's Investment Program.
Role type
Financial Advisor (IC)
Builds
Client investment solutions using an open architecture platform
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship building, solution design
Preferred skills
N/A
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Build a strong client base, find new clients via bank referrals, create client-specific investment solutions
Seniority
Mid-level IC