Financial Consultant II
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Job Description

Job Posting:  Jun 24, 2014, 1:52:22 PM
Unposting Date:  Ongoing
 Company Overview:
Together, M&T Bank and Wilmington Trust, a part of M&T Bank Corporation, represent one of the country’s leading depository and lending franchises, a premier wealth advisory firm, and the partner of choice for corporate transactions and structures.  As one of strongest, most successful companies in the U.S financial services industry, M&T continues to grow, offering value to our shareholders and opportunity to qualified professionals.  Join our team of over 15,000 professionals and you’ll understand what drives our longstanding success: a promise of exceptional client service, a commitment to our communities, a focus on building long-term relationships, and a dedication to being the best employer you’ll ever have.  
 
The Opportunity:
We are looking for a strong, licensed sales professional who is interested in working with a territory of branches within M&T Securities.  As a motivated team player with a track record of sales success, you will use your broad knowledge in all facets of securities and insurance to manage and grow a book of business, providing a needs-based approach to selling financial solutions to our clients.
 
Primary Responsibilities:
Actively propose needs-based financial solutions to new bank clients as well as servicing current relationships through ongoing account reviews and re-evaluation of client needs.

Analyze customers’ current financial status, determining the best advice and product approach.

Maintain, on a weekly basis, an activity log to substantiate advisory and referral activity and follow up on the activity levels of all products.

Market, service, and promote the bank's financial products.

Coordinate promotions, communications and training of investment products with assigned branches.

Follow up on sales calls to develop and grow relationships.

Minimum Qualifications Required:
Two or more years of sales experience
Series 63 OR Series 66 license
Series 6 OR series 7 license
Relevant state life / variable insurance license
Proficient PC skills including Microsoft Access, Excel, and Word
Excellent verbal and written communication skills
Strong presentation skills with ability to phrase complex matters in easy-to-understand language
Excellent knowledge of bank products

Ideal Qualifications Preferred:
Series 7 license
Series 24 or series 26 license  
Bachelor’s degree level of education or higher
Current experience in a similar role with a large financial institution
Current experience in the position’s geographic region
 
M&T is among the top 20 U.S.-based commercial bank holding companies with more than $79 billion in assets and more than 780 branches in New York, Maryland, Pennsylvania, Virginia, Delaware, New Jersey, West Virginia, Florida and Washington D.C.  With more than 150 years of experience, M&T Bank is committed to be the best company our employees ever work for, the best bank customers ever do business with and the best investment our shareholders ever make.

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Job Requirements

 

Job Snapshot

Employment Type Full-Time
Job Type Finance, Consultant, Accounting
Education 4 Year Degree
Experience Greater than 15 years
Manages Others Not Specified
Industry Banking - Financial Services
Required Travel Not Specified
Job ID 3CJOO
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Financial Consultant II


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