- M&T Bank (Buffalo, NY)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors,… more
- M&T Bank (Buffalo, NY)
- …processing paperwork sent to the home office. + Enter trades accepted by the Financial Advisor on the appropriate system. + Maintain regular sales reporting to ... brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities...licenses M&T Bank is committed to fair, competitive, and market -informed pay for our employees. The pay range for… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... Solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment… more
- KeyBank (Machias, NY)
- …**Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their ... methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and… more