Centralized Financial Advisor: Mass Affluent Solutions
M&T Bank
M&T Bank is seeking a Financial Advisor in Bridgeport, Connecticut, to provide tailored financial solutions to customers. This role involves analyzing client needs, recommending investment and insurance options, and achieving sales targets in a collaborative environment. The ideal candidate will have an Associates' degree and at least 2 years of investment or insurance sales experience, along with necessary licenses such as FINRA Series 7, 63, and 65/66. A commitment to superior customer service and compliance is essential. #J-18808-Ljbffr M&T Bank
Vacancy posted more than 2 months ago
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