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Affluent Market Financial Advisor - Remote

Posted 3 weeks ago
Finance / Legal
Full Time
DE, USA

Overview

This position serves as an advisor providing an advice-based approach to financial solutions for a mass affluent customer segment, focusing on delivering tailored investment and insurance products.

In Short

  • Provide customized financial solutions to clients.
  • Solicit new and existing investments and insurance solutions.
  • Work with various advisors and partners to deliver solutions.
  • Coach and mentor less experienced financial advisors.
  • Meet or exceed established sales goals.
  • Ensure compliance with regulatory requirements.
  • Build and maintain referral channels.
  • Conduct needs analysis for clients.
  • Deliver high-quality customer service.
  • Manage customer relationships effectively.

Requirements

  • Minimum 6 years of higher education or work experience.
  • At least 4 years of investment or insurance sales experience.
  • FINRA Series 7, 63, and 65 or 66 licenses required.
  • State Life/Variable Insurance licenses needed.
  • Experience in financial planning preferred.
  • CFP, CLU, or ChFC designation preferred.

Benefits

  • Competitive salary based on commission.
  • Comprehensive medical and retirement benefits.
  • 40 hours of paid volunteer time each year.
  • Support for professional growth and development.

M.A.T.T.C

Manufacturers and Traders Trust Co

Manufacturers and Traders Trust Co, commonly known as M&T Bank, is a financial holding company headquartered in Buffalo, New York. With a legacy spanning over 165 years, M&T Bank is dedicated to making a positive impact in the lives of individuals and the communities it serves. The bank combines traditional banking services with wealth management and institutional capabilities through its affiliates, including Wilmington Trust. M&T Bank operates a vast network of over 1,000 branches and 2,200 ATMs across 12 states, from Maine to Virginia and Washington, D.C. The company prides itself on building long-lasting relationships with customers while maintaining a commitment to integrity, collaboration, and community involvement. As an employer, M&T Bank offers competitive benefits and fosters a culture of growth and development for its employees.

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