Financial Consultant
4 weeks ago
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.
- 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.
- FINRA Series 7 license.
- FINRA Series 65 or 66 licenses as appropriate.
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.
LocationSchenectady, 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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