Financial Consultant (Fintech)

Location: Utica, New York, United States of America

Salary: $26.00–$43.34 per hour

Company

M&T Bank provides banking, investment, advisory, and insurance services, including offerings delivered through Wilmington Advisors and LPL representatives.

What you will do

• Assess client needs and recommend personalized investment and insurance solutions.
• Build and deepen relationships with affluent and high-net-worth clients.
• Identify business development opportunities, grow assets under management, and generate referrals.
• Conduct relationship reviews and provide proactive client service.
• Collaborate with Retail Banking, Business Banking, Wealth, Commercial Banking, and other internal partners.
• Maintain accurate records and follow regulatory, operational, and risk management requirements.

Requirements

• Bachelor's degree and at least one year of sales, financial services, retail banking, or related experience, or a combined five years of higher education and relevant work experience.
• FINRA Series 6 or Series 7 and Series 63 licenses are required.
• Active Life and Health/Variable Insurance licenses are required.
• Knowledge of investment products, insurance solutions, industry trends, regulations, and operational processes.
• Ability to meet sales and relationship management goals while maintaining compliance with BSA, AML, and KYC standards.

Nice to have

• FINRA Series 7 license.
• FINRA Series 65 or 66 licenses, as appropriate.

Culture & Benefits

• Full-time employment with market-informed compensation.
• Inclusive client service environment aligned with community-focused values.
• Cross-functional collaboration across banking and wealth management teams.