Financial Advisor

This job is no longer active. View similar jobs.

POST DATE 9/19/2017
END DATE 1/9/2018

M & T Bank Rochester, NY

M & T Bank
Rochester, NY
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Mid-Career (2 - 15 years)
High School Diploma or GED


Financial Advisor
Rochester, NY

The Opportunity:
We are looking for a strong, licensed sales professional who is interested in working with a territory of branches within M&T Securities. As a motivated team player with a track record of sales success, you will use your broad knowledge in all facets of securities and insurance to manage and grow a book of business, providing a needs-based approach to selling financial solutions to our clients.

Primary Responsibilities:
Actively propose needs-based financial solutions to new bank clients as well as servicing current relationships through ongoing account reviews and re-evaluation of client needs.

Analyze customers current financial status, determining the best advice and product approach.

Maintain, on a weekly basis, an activity log to substantiate advisory and referral activity and follow up on the activity levels of all products.

Market, service, and promote the bank's financial products.

Coordinate promotions, communications and training of investment products with assigned branches.

Follow up on sales calls to develop and grow relationships.

Minimum Qualifications Required:

High School Diploma or GED

Two or more years of sales experience
Series 63 OR Series 66 license

Series 6 OR series 7 license

Relevant state life / variable insurance license

Proficient PC skills including Microsoft Access, Excel, and Word
Excellent verbal and written communication skills
Strong presentation skills with ability to phrase complex matters in easy-to-understand language

Excellent knowledge of bank products

Ideal Qualifications Preferred:
Series 7 license
Series 24 or series 26 license
Bachelors degree level of education or higher
Current experience in a similar role with a large financial institution

Current experience in the positions geographic region

About M&T:

At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer. M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.