Financial Advisor

M&T Bank
Seaford, DE
Sep 15, 2017
Sep 18, 2017
Full Time
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: 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 Bachelor's degree level of education or higherCurrent experience in a similar role with a large financial institution Current experience in the position's 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. Job Posting: Sep 6, 2017, 3:21:54 PM Unposting Date: Ongoing