Financial Consultant

4 weeks ago


Schenectady, New York, United States M&T Bank Full time
Job Summary

We are seeking a highly motivated and experienced Financial Consultant to join our team at M&T Bank. As a Financial Consultant, you will be responsible for delivering individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in investible assets.

Key Responsibilities
  • Conduct needs analyses of current and potential customers to identify sales opportunities and provide customized financial solutions.
  • Meet or exceed established sales goals for assigned Market, while meeting individual client needs and complying with pertinent policies and regulations.
  • Develop and maintain strong partnerships with Retail and Business Banking teams to ensure investment needs of current and potential customers are met or exceeded.
  • Provide exceptional customer service experience through a complete understanding of sales process, policies, and licensing requirements.
  • Ensure accuracy in completing required paperwork to comply with standard procedures, regulatory requirements, and firm policies.
  • Regularly review customer information to ensure compliance with BSA, AML, and KYC requirements to protect Bank interests.
Requirements
  • Associate degree and a minimum of 3 years' previous sales, sales administration, or retail banking experience.
  • FINRA Series 6 or Series 7 and Series 63 licenses.
  • Pertinent state Life/Variable Insurance (LAH) licenses.
Preferred Qualifications
  • FINRA Series 7 license.
  • FINRA Series 65 or 66 licenses as appropriate.
Compensation and Benefits

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $41.27 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Schenectady, New York, United States of America.

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.



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