Wealth Advisor for Affluent Clients & Investment Solutions

M&T Bank; Easton (MD); On-site; USD 70,000 - 100,000; Full time

Job summary

M&T Bank is seeking a Financial Advisor based in Easton, Maryland. This role involves providing personalized financial solutions to clients, focusing on investment and insurance products. Candidates should possess strong sales skills, relevant licenses, and substantial experience in financial services.

The Financial Advisor will collaborate with various teams to meet client needs, promote the bank's services, and ensure adherence to regulatory requirements. This is a commission-based position with potential for growth.

Qualifications

• Minimum of 4 years’ experience in investment or insurance sales.
• Knowledge of regulatory compliance requirements.
• Strong communication and sales skills.

Responsibilities

• Prepare recommendations for customized financial solutions.
• Deliver a diverse set of investment and insurance solutions.
• Coach and mentor less experienced staff.
• Meet or exceed established sales goals.

Skills

Investment sales

Insurance sales

Customer service

Financial analysis

Partnership development

Education

6 years of higher education/work experience

FINRA Series 7 license

FINRA Series 63/65 or 66 licenses

Life/Variable Insurance licenses

Job description

M&T Bank is seeking a Financial Advisor based in Easton, Maryland. This role involves providing personalized financial solutions to clients, focusing on investment and insurance products. Candidates should possess strong sales skills, relevant licenses, and substantial experience in financial services.

The Financial Advisor will collaborate with various teams to meet client needs, promote the bank's services, and ensure adherence to regulatory requirements. This is a commission-based position with potential for growth.