About this role
Overview:
Support clients in achieving their financial goals through personalized investment and insurance solutions. Under the guidance of experienced Financial Advisors, build relationships, identify opportunities, and deliver needs-based recommendations that help clients make informed financial decisions.
Primary Responsibilities:
- Conduct client needs assessments and recommend tailored investment and insurance solutions.
- Support business growth by deepening client relationships and identifying new opportunities.
- Meet established sales and relationship management goals while maintaining compliance with policies and regulations.
- Grow assets under management through client engagement and partnership referrals.
- Deliver an exceptional client experience through ongoing relationship reviews and proactive service.
- Maintain accurate client records and documentation in accordance with regulatory and firm requirements.
- Ensure compliance with BSA, AML, KYC, and internal risk management standards.
- Build strong partnerships across Retail Banking, Business Banking, and Wealth to generate referrals and serve clients holistically.
- Participate in joint client meetings and collaborate with internal partners to identify and address client needs.
- Foster an inclusive environment that reflects M&T's values and commitment to community.
- Complete other related duties as assigned.
Scope and Responsibilities
Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity.
- Deliver investment and insurance solutions to affluent and high-net-worth clients.
- Drive growth through relationship building, needs-based advice, and business development activities.
- Maintain knowledge of industry trends, products, regulations, and operational processes.
- Partner closely with Wealth, Commercial Banking, Retail Banking, and centers of influence to support client success.
Education and Experience Required:
Bachelor's degree and a minimum of 1 year of sales, financial services, retail banking, or related experience; or a combined minimum of 5 years of higher education and/or relevant work experience.
FINRA Series 6 or Series 7 and Series 63 licenses required.
Active Life and Health/Variable Insurance (LAH) licenses required.
Education and Experience Preferred:
FINRA Series 7 license
FINRA Series 65 or 66 licenses as appropriate
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.00 - $43.34 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
# Location
Utica, New York, United States of America