Associate Advisor - M&T Bank

Requirements

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Responsibilities

• The ability to build a strong client base with the Bank’s exceptional referral system
• The opportunity to find new clients via the bank’s client base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the bank’s reputation and community standing

Qualifications

• Join the Investment Program at M&T Bank as an Associate Financial Advisor associated with LPL Financial
• Under this model Financial Advisors are not employees of LPL Financial
• Support the local community with a complete menu of financial services
• Join a team dedicated to helping clients in every stage of their financial life
• Grow your career and business, helping the people and families that look to M&T Bank for financial solutions

Benefits

• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Pay

$70,000 - $73,000 per year

Schedule

Not specified