Affluent Market Financial Advisor (Draw Salary plus commission)

Responsibilities

• Build client relationships through referrals and branch partnerships
• Deliver investment and insurance solutions
• Support portfolio reviews and client lifecycle management
• Partner across Retail, Business Banking, and Wealth teams
• What You Bring:
• Banking, sales, or client-facing experience (licensed preferred)
• Strong relationship-building skills and growth mindset
• Licenses (or willing to obtain):
• Series 7, 63, and 65/66
• Life/Variable Insurance
• Experience Required:
• Combined minimum of 6 years' higher education and/or work experience, including a minimum of 4 years' investment or insurance sales experience
• FINRA Series 7, 63 and 65 or 66 licenses
• Pertinent state Life/Variable Insurance (LAH) licenses
• Why M&T:
• Hands-on mentorship from a senior producer

Your Match

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Company Intel

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