M&T Bank

Financial Advisor - Centralized

M&T Bank

Buffalo, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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:

  1. Advise clients on financial strategies, develop investment plans, and provide guidance on a variety of financial topics.
  2. Analyze clients' financial goals to determine the best investment strategies and products.
  3. Monitor clients' investments and portfolios to ensure that they are performing in line with their goals.
  4. Develop and maintain strong client relationships, and provide excellent customer service.
  5. Stay up to date with the latest developments in the financial services industry.
  6. Prepare documents, presentations, and reports for clients.
  7. Maintain a FINRA Series 6, 7, and 63 license or obtain the licenses within 90 days of hire.
Where is this job?
This job is located at Buffalo, NY, USA
Job Qualifications
  • 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 (

Required Skills
  • 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

Soft Skills
  • Communication

  • Leadership

  • Time management

  • detail-oriented

  • Interpersonal Skills

  • Organization

  • flexibility

  • Critical thinking

  • Teamwork

  • Problem-Solving

Compensation

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.

Additional Information
M&T Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedAugust 23rd, 2023
Apply BeforeMay 22nd, 2025
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About M&T Bank

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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