Affluent Market Senior Wealth Advisor Onsite

M&T Bank Corporation; New Jersey; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Commission-based compensation

Professional mentoring

Job summary

A major financial institution is seeking an Affluent Market Senior Financial Advisor in Parsippany, NJ. This role focuses on providing customized investment solutions to high net worth clients and requires significant experience in financial advisory services. The ideal candidate will have over 8 years in the industry, strong sales capabilities, and be proficient in client relationship management. The position emphasizes risk compliance and sales growth in a collaborative environment.

Qualifications

• Minimum of 6 years investment or insurance sales experience.
• Experience providing investment, brokerage, and/or insurance solutions.
• Licenses in pertinent state Life/Variable Insurance.

Responsibilities

• Provide advice-based financial solutions to clients.
• Profile customer needs and deliver appropriate product recommendations.
• Mentor less experienced Advisors.

Skills

Investment advisory

Client relationship management

Sales skills

Financial planning

Education

8 years of higher education and/or work experience

FINRA Series 7, 63 and 65 or 66 licenses

Tools

Sales tools

Job description

A major financial institution is seeking an Affluent Market Senior Financial Advisor in Parsippany, NJ. This role focuses on providing customized investment solutions to high net worth clients and requires significant experience in financial advisory services. The ideal candidate will have over 8 years in the industry, strong sales capabilities, and be proficient in client relationship management. The position emphasizes risk compliance and sales growth in a collaborative environment.