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:
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.
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
Financial Consultant • Utica, NY, United States
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