Affluent Market Financial Advisor (Draw salary plus commission)

Responsibilities

• Manage and grow a sizeable book of high-value client relationships
• Deliver sophisticated investment and insurance strategies aligned to client goals
• Drive new business through referrals, centers of influence, and internal partnerships
• Provide ongoing portfolio guidance, reviews, and proactive advice
• Collaborate across the bank to deepen client relationships and uncover opportunities
• What You Bring:
• 7+ years of experience in financial advising, wealth management, or similar
• Proven success managing and growing a large book of business
• Strong consultative approach and ability to serve complex client needs
• Established business development and relationship management skills
• Licenses Required:
• Series 7, 63, and 65 or 66
• Life/Variable Insurance license
• Why M&T:
• Established book and referral network to accelerate impact

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Company Intel

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