Affluent Market Financial Advisor (Draw Salary plus Commission)
2 Months ago
State College, Pennsylvania, United States
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Job Description
The job post is for an Affluent Market Financial Advisor at M&T Bank in State College, PA. The role involves providing advice-based financial solutions to a book of business, actively soliciting investments and insurance solutions from mass affluent customers, and collaborating with various teams to deliver tailored recommendations. Responsibilities include preparing customized financial solutions, increasing assets under management, mentoring staff, meeting sales goals, and maintaining strong partnerships. The advisor must ensure compliance with regulations and provide high-quality customer service.
M&T Bank
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