Financial Consultant
M&T Bank
Cheektowaga, Erie County$126,570 - $126,570 est.Full-timePosted 6 days ago
Overview: Conducts a needs analysis of current and potential customers under guidance and direction of more experienced Financial Advisors. Based on these analyses, profiles, assesses, and closes sales opportunities for existing and perspective customers within assigned book, branch(es) and Market. Primary Responsibilities: Based on an individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers, and including a diversified s…
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