Senior Financial Advisor
M&T Bank
Senior Financial Advisor (Greenwich Market) – Greenwich, CT 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 Greenwich market, supported by a strong, referral‑driven ecosystem across Retail, Business Banking, and Wealth teams. Responsibilities 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 across the Greenwich market Provide ongoing portfolio guidance, reviews, and proactive advice Collaborate across the bank to deepen client relationships and uncover opportunities Qualifications 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 8 years of higher education and/or work experience, including a minimum of 6 years of investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience. Licenses Required Series7,63, and65 or66 Life/Variable Insurance license. Benefits Commission‑based compensation with an advanced draw Access to a broad suite of investment and planning solutions Collaborative, relationship‑driven culture Opportunity to scale and further deepen high‑value practice Competitive benefits including medical and retirement plans, and forty hours of paid volunteer time each year Equal Employment Opportunity M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state, or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug‑free workplace. #J-18808-Ljbffr
- ...Senior Financial Advisor 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 Greenwich market, supported by a strong, referral-driven ecosystem across...SeniorWork experience placement
- ...Senior Financial Advisor (Greenwich Market) - Greenwich, CT 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 Greenwich market, supported by...SeniorWork experience placement
$120k
...a career where you can leverage your experience to build a lasting advisory practice. What This Career Looks Like As a Financial Advisor, you will establish yourself as a trusted resource for individuals, families, and business owners—many of whom are already within...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours- ...objectives and comply with applicable laws. Responsibilities Lead and contribute to the strategic vision of the State and Local Tax Financial Services team. Develop solutions and solve intricate tax issues using analytical judgment. Identify opportunities to enhance...SeniorFull timeLocal area
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$150k - $180k
Senior Associate, Strategic Finance | Investment Firm | Stamford, CT, three days a week on site We're recruiting for one of our most... ...complex, multi-entity, or multinational structures Strong Excel and financial modeling ability, able to build a 3-statement model solo and...SeniorFlexible hours3 days per week$85k - $120k
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$120k - $140k
...is seeking an experienced professional to join their team as a Senior Fund Accountant. Base pay range $120,000.00/yr - $140,000.00/yr... ...with daily reconciliations, monthly close packages, and annual financial statement preparation Interact with prime brokers, custodians,...SeniorFull time- ...Senior Fund Accountant (Family Office) A confidential, single-family office affiliated... ...supports comprehensive accounting and financial reporting across a diverse set of entities... ...liaison with internal teams, external advisors, consultants, and service providers Communicate...SeniorWork at office
$110k - $130k
...Direct message the job poster from Mission Staffing Associate/Senior – Fund Accountant (Public Vehicles) Location: Old Greenwich, CT... ...investment teams. Responsibilities Prepare and review monthly financial statements and management reporting packages for publicly traded...SeniorFull time- ...MGT is seeking a senior-level Information Security Analyst for a long-term W2 contract engagement supporting a large municipal government client in Connecticut. The consultant will be embedded directly with the client’s Cybersecurity Officer and work cross-functionally...SeniorLong term contractContract work
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...Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high‑and... ...standing client relationships. We are seeking an experienced Senior Financial Planner to join our growing team in White Plains. This role...SeniorWork at officeLocal area$90.23k
...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives...Senior- ...business partner to the Operations team, in delivering proactive financial support to Operations and Practice Leadership Prepare analyses... ...concepts clearly to non‑finance stakeholders, including senior executives Strong analytical skills with a high attention to detail...SeniorLocal area
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...Merrill Financial Solutions Advisor (Partially Licensed)- Southern Connecticut Market Stamford, Connecticut To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility...Work at officeShift workDay shift$61k - $119k
...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 advisor, you start as a financial representative focused...For contractorsWork at office$150k - $180k
...largest asset managers. Due to recent growth, they are hiring a Financial Consultant in their Greenwich, CT, market, offering an... ...confidence, clarity, and car e. Why This Role Is a Game-Chan gerTrusted Advisor Sta tus: You’ll be the go-to expert for clients navigating...Flexible hours- ...Designation: Full-time, calendar year staff Reports to: Chief Financial & Operations Officer Travel: Infrequent Housing: Not provided POSITION... ...providing exceptional support to the school community. The Senior Financial Analyst plays a key strategic role in shaping the...SeniorFull timeWork at office
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...Title: Senior Financial Planning Analyst Location: Port Chester, NY - HYBRID Compensation: $110,000 ABOUT THE SHADE STORE® At The Shade Store, we have handcrafted the finest Shades, Blinds and Drapery for 75 years. We believe designing beautiful custom...SeniorTemporary workLocal area$80k - $90k
...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...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...equally invested in your continued growth. At Baystate Financial, we believe our advisors deserve the same level of attention and support that they... ...Producer Recognition & Incentive Programs What You'll Do As a Senior Financial Advisor, you'll serve as a trusted advisor to...Temporary work
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- ...Job Description Job Description Financial Advisor Position Opportunity We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States...TraineeshipWork at office
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