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Strategic Wealth Advisor — Mass Affluent Focus

Job in Buffalo, Erie County, New York, 14266, USA
Listing for: M&T Bank Corporation
Full Time position
Listed on 2025-12-13
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Financial Sales
Job Description & How to Apply Below
A leading financial institution in Buffalo, New York is seeking an Affluent Market Financial Advisor to provide tailored financial solutions to affluent clients. Candidates should have at least 4 years of experience in investment or insurance sales, relevant FINRA licenses, and strong sales skills. This role includes coaching junior staff and ensuring compliance with regulatory standards, while aiming to grow the business and client relationships.
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