Centralized Advisor - M&T Bank
Core
Financial Advisor providing investment solutions to bank clients through M&T Bank's Investment Program.
Role type
Financial Advisor (IC)
Builds
Client investment portfolios and financial solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
none stated
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
build client base, create client solutions, find new clients via bank referrals
Seniority
Mid-level, hands-on IC
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