Financial Consultant (Wealth Management)

Location: Utica, New York, United States of America

Salary: $26.00–$43.34 hourly (USD)

Company

M&T Bank provides banking, wealth management, investment, and insurance services through its banking and advisory operations.

What you will do

• Assess client needs and recommend tailored 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, Commercial Banking, Wealth, and other internal partners.
• Maintain accurate records and ensure compliance with BSA, AML, KYC, regulatory, and internal risk management requirements.

Requirements

• Bachelor's degree and at least one year of sales, financial services, retail banking, or related experience; alternatively, five years of combined higher education and relevant work experience.
• FINRA Series 6 or Series 7 and Series 63 licenses.
• Active Life and Health/Variable Insurance licenses.
• Knowledge of financial products, industry regulations, and operational processes.

Nice to have

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

Culture & Benefits

• Commitment to fair, competitive, and market-informed compensation.
• Inclusive work environment reflecting organizational values and community commitment.
• Opportunity to support clients through integrated banking, wealth, investment, and insurance services.