Financial Consultant

• Conduct client needs assessments and recommend tailored investment and insurance solutions.

• Support business growth by deepening client relationships and identifying new opportunities.

• Meet established sales and relationship management goals while maintaining compliance with policies and regulations.

• Grow assets under management through client engagement and partnership referrals.

• Deliver an exceptional client experience through ongoing relationship reviews and proactive service.

• Maintain accurate client records and documentation in accordance with regulatory and firm requirements.

• Ensure compliance with BSA, AML, KYC, and internal risk management standards.

• Build strong partnerships across Retail Banking, Business Banking, and Wealth to generate referrals and serve clients holistically.

• Participate in joint client meetings and collaborate with internal partners to identify and address client needs.

• Foster an inclusive environment that reflects M&T's values and commitment to community.

• Complete other related duties as assigned.

Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity.

• Deliver investment and insurance solutions to affluent and high-net-worth clients.

• Drive growth through relationship building, needs-based advice, and business development activities.

• Maintain knowledge of industry trends, products, regulations, and operational processes.

• Partner closely with Wealth, Commercial Banking, Retail Banking, and centers of influence to support client success.