Affluent Market Senior Financial Advisor (Draw salary plus commission)

Senior Financial Advisor (Wyomissing Market)

Lead, grow, and deepen an established book of business with M&T Bank. We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Wyomissing market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.

What You'll Do:

• Manage and grow a sizeable book of high-value client relationships
• Deliver sophisticated investment and insurance strategies aligned to client goals
• Drive new business through referrals, centers of influence, and internal partnerships
• Provide ongoing portfolio guidance, reviews, and proactive advice
• Collaborate across the bank to deepen client relationships and uncover opportunities

What You Bring:

• 7+ years of experience in financial advising, wealth management, or similar
• Proven success managing and growing a large book of business
• Strong consultative approach and ability to serve complex client needs
• Established business development and relationship management skills

Education and Experience Required:

Combined minimum of 6 years' higher education and/or work experience, including a minimum of 4 years' investment or insurance sales experience

Licenses Required:

• Series 7, 63, and 65 or 66
• Life/Variable Insurance license

Why M&T:

• Established book and referral network to accelerate impact
• Access to a broad suite of investment and planning solutions
• Collaborative, relationship-driven culture
• Opportunity to scale and further deepen a high-value practice

Wyomissing, Pennsylvania, United States of America