• Affluent Market Financial

    M&T Bank (Georgetown, DE)
    …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 (05/21/25)
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  • Senior Financial Advisor

    M&T Bank (Bear, DE)
    …office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth markets across Bank ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....needs. + Meet or exceed established goals for assigned Market through sales activities and leveraging partnerships with Retail,… more
    M&T Bank (05/06/25)
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