
Financial Advisor - Centralized
M&T Bank is looking for a talented and driven Financial Advisor to join our Centralized team. Our ideal candidate is a self-motivated individual with strong communication skills and a passion for helping our clients achieve their financial goals.The successful candidate will advise clients on financial strategies, develop investment plans, and provide guidance on a variety of financial topics. This role requires a comprehensive understanding of investments, banking, taxation, and estate planning.The ideal candidate will have a Bachelor's degree in Finance, Accounting, Economics, or a related field, plus at least three years of experience in the financial services industry. The successful candidate will also have a FINRA Series 6, 7, and 63 license, or the ability to obtain the licenses within 90 days of hire.If you are an experienced financial professional who is eager to help our clients achieve their financial goals, we'd love to hear from you.
Responsibilities:
- Advise clients on financial strategies, develop investment plans, and provide guidance on a variety of financial topics.
- Analyze clients' financial goals to determine the best investment strategies and products.
- Monitor clients' investments and portfolios to ensure that they are performing in line with their goals.
- Develop and maintain strong client relationships, and provide excellent customer service.
- Stay up to date with the latest developments in the financial services industry.
- Prepare documents, presentations, and reports for clients.
- Maintain a FINRA Series 6, 7, and 63 license or obtain the licenses within 90 days of hire.
Bachelor's Degree In Finance
Excellent Communication And Interpersonal Skills
Accounting
Or Related Field
Cfp (Certified Financial Planner) Certification
+ Years Of Experience In Financial Services
Comprehensive Knowledge Of Investment Products
Ability To Develop And Maintain Relationships With Clients
Strong Organizational And Problem-Solving Skills
Proficient In Ms Office (
Budgeting
Risk Management
Financial Analysis
Data Analysis
Problem Solving
Compliance
Portfolio Management
Client Relationships
Retirement planning
Estate Planning
Regulatory Knowledge
Tax Planning
Investment Strategies
Insurance Planning
Bank Products
Communication
Leadership
Time management
detail-oriented
Interpersonal Skills
Organization
flexibility
Critical thinking
Teamwork
Problem-Solving
According to JobzMall, the average salary range for a Financial Advisor - Centralized in Buffalo, NY, USA is $56,100 to $76,500. This range is based on the median salary reported by employers for this job title.
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M&T Bank Corporation is a regional financial services company with more than $115 billion in assets. They provide banking, insurance, investments, mortgage and commercial financial services through more than 750 branches, 1800 ATMs, and a variety of online and mobile services.

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