21 час назад
Financial Advisor - M&T Bank (Fintech)
70 - 73$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor - M&T Bank (Fintech): Providing investment and financial services to bank clients while managing an existing book of business and developing new client relationships with an accent on tailored financial solutions and access to third-party investment products. Focus on building client assets, leveraging bank referrals, and supporting clients’ financial goals through investment and insurance services.
Location: Parsippany, New Jersey, United States
Pay range: $70–$73, plus eligibility for sales incentive compensation.
Company
partners with banks to provide investment and financial services through bank investment programs.
What you will do
- Service an existing book of business upon hire.
- Build and grow client relationships through M&T Bank’s referral system and client base.
- Provide financial solutions for individuals and families at different stages of their financial lives.
- Develop client solutions using an open architecture platform and thousands of third-party investment products.
- Use ’s technology, customized services, and firm-wide resources to grow the investment business.
Requirements
- Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
- Insurance license required.
- At least three years of investment sales experience.
- Employment is with M&T Bank in Parsippany, New Jersey; holds the securities and insurance licenses.
Culture & Benefits
- Access to proprietary technology and customized support services.
- Open architecture with investment products from leading third-party sponsors.
- Freedom to create solutions aligned with individual client goals.
- Existing branch territories with significant deposit bases and potential client opportunities.
- Support from ’s experience helping financial institutions develop investment programs.
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