Financial Advisor
M&T Bank
Financial Advisor
Join Wilmington Advisors @M&T in the heart of Downtown Manhattan. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and wealth planning solutions to affluent and high-net-worth clients.
What You'll Do:
- Expand and cultivate client relationships through referrals, centers of influence, and strategic partnerships
- Deliver customized investment, insurance, and wealth management solutions
- Lead portfolio reviews and provide proactive financial guidance aligned with clients' goals
- Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needs
- Grow your practice within a highly collaborative and referral-rich environment
What You Bring:
- Banking, sales, or client-facing experience (licensed preferred)
- Strong relationship-building skills and growth mindset
Licenses :
- Series 7, 63, and 65/66
- Life/Variable Insurance
Experience Required:
- Combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales experience
- FINRA Series 7, 63 and 65 or 66 licenses
- Pertinent state Life/Variable Insurance (LAH) licenses
Why M&T:
- Established referral network and client acquisition opportunities
- Collaborative Wealth, Retail, and Business Banking partnerships
- Robust planning, investment, and lending solutions
- Opportunity to expand your practice in the Manhattan market
About Wilmington Advisors @ M&T
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. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
M&T BankVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in New York, NY vacancy
$61.88k
...Here: \n \n Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into... ...\n \n The Difference You Make \n The Associate Financial Advisor is responsible for helping clients identify financial needs,...SuggestedHourly payFull timeContract workWork experience placementWork at officeShift workSantander Holdings USA Inc
New York, NY11 days ago$65k - $80k
...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and...SuggestedTemporary workWork at officeMonday to FridayDay shiftBank of America
Absecon, NJ5 days ago- ...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
New York, NY8 hours ago - ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
New York, NY1 day ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
New York, NY3 days ago$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
New York, NY1 day ago$70k - $150k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Full timeWork at officeLocal areaWork from homeShift workDay shift$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift- ...Job Description Job Description Financial Advisor Company: Eagle Strategies LLC | New York Life Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice begins with comprehensive...Full timeContract workFor contractors
New York Life Insurance
New York, NY8 days ago - ...Build Your Practice. Lead Your Future. The most successful financial advisors don't seek ceilings. They seek opportunity. At Fifth Avenue Financial (FAF), a leading wealth management firm within the MassMutual network, we're looking for driven, entrepreneurial professionals...Full time
Fifth Avenue Financial
New York, NYa month ago $130k - $135k
...Job Description Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships...Temporary workAltfest Personal Wealth Management
New York, NY22 days ago- ...white-glove client service through a boutique model built for advisors who want authority, flexibility, and real support. We combine... ...a top-tier advisor in months, not years Unmatched Support– Financial planning with expert case design from our attorney and CFP on...Shift work
Center for Wealth Preservation
New York, NY22 days ago - ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even... ...winning combination. About the Job * As a Financial Services Advisor, you will work directly with real people pursuing real dreams and...
Lee, Nolan & Koroghlian, LLC
New York, NYmore than 2 months ago $59.06k - $114.27k
...Job Description Job Description Join our Financial Professionals team! Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop...Full timeWork at officeRemote workRelocationNew York Life Insurance Company
New York, NY22 days ago$75k - $150k
...Financial Consultant The industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types...$69k - $100k
...and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we... ....We’re seeking a future team member for the role of Financial Advisor at Vice President level to join our Wealth Management team. The...Temporary workWork at officeWorldwideFlexible hours- ...Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial...Start working todayWork at office
New York Life
New York, NY1 day ago - ...About the job Senior Financial Advisor We are recruiting for a top tier advisor/team in the greater NYC market. If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the countrys largest private banks, this could...
Norman Alex
New York, NY2 days ago $55.25k - $66.3k
...Financial Advisor Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you...Full timePart timeWork experience placementLocal area- ...experienced FCC Advisory professional to join the Global Payments Financial Crimes Compliance (FCC) team in support of our fintech... ...dynamic TikTok Ads platform environment. As the dedicated FCC advisor for TikTok Ads, you will be the primary compliance liaison advising...
$31.12 - $33.32 per hour
...Patient Financial Advisor - Allen Hospital - Access And Scheduling Center - Part-Time Weekend Evening Shift Define the patient care experience at New York Presbyterian Hospital Make a lasting impression on patients at NewYork-Presbyterian as a Patient Financial Advisor...Hourly payPart timeLocal areaMonday to FridayWeekend workAfternoon shift- ...Job Description Job Description The Financial Professional position is a client-based role where you are in business for yourself, but not by yourself. As a Financial Professional with New York life you will guide individuals, families and businesses alike into the...
New York Life Insurance Company
New York, NY22 days ago $70k - $85k
...Job Description Job Description Financial Advisor | Educator-Focused Practice Location: Elmsford, NY (In Person) Initial Compensation: $70,000–$85,000 per year, plus commissions Job Type: Full-Time About Us We are a collaborative office of Financial...Full timeWork at officeVoya Financial - Elmsford
New York, NYa month ago$100k
...Job Description Job Description *New York Life Manhattan General Office located in the financial district is seeking for professionals who want to build an insurance & financial business with the potential to earn an average first year income of $100,000, set their...Live inWork at officeLocal areaHome officeFlexible hoursNew York Life Insurance Company
New York, NY22 days ago- ...Job Description Job Description Full Time Senior Financial Advisor Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to...Full time
Avior Executive Search
New York, NY20 days ago $82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorship- ...Remote Entry-Level Financial Advisor Brand & Associates is seeking a passionate and motivated individual to join our team as a Remote Entry-Level Financial Advisor. As an Entry-Level Financial Advisor, you will play a crucial role in providing comprehensive financial...Remote jobFlexible hours
- ...university Experience participating in functional design, configuration and process alignment with a detailed understanding of Financial System concepts and general module functionality Thorough understanding of Finance & Operations processes and best practices with...Full timeH1bLocal area
KPMG
New York, NYa month ago $110k - $125k
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from...Temporary workWorldwide- Summary: Center for Wealth Preservation (CWP) is seeking 1–2 Junior Financial Advisors to join our growing wealth management team. This role is designed for an early-career financial professional who is looking to build a long-term career in investments, financial planning...Full timeLocal area
Center for Wealth Preservation
New York, NYa month ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- associate leveraged finance New York, NY
- financial planning assistant New York, NY
- financial counselor New York, NY
- financial advisor development program New York, NY
- associate corporate finance New York, NY
- private wealth advisor New York, NY
- wealth advisor associate New York, NY
- entry level financial advisor New York, NY
- oracle cloud financials consultant New York, NY
- financial advisor New York, NY