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 AdvisorLead, 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
$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$105.4k - $207.8k
...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and... ...for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting...SeniorLocal areaVisa sponsorship$95.6k - $188.4k
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...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- ...seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets. You will be part of a local team and supported by...SeniorTemporary workLocal area
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$90k
...Location: Stamford, CT, Connecticut Type: Perm (Contingency) Job #49999 Salary: $90,000 Job Overview - Senior Financial Analyst (FP&A) Compensation: $90,000 - $120,000/year + bonus Location: Stamford, CT Schedule: Monday to Friday...SeniorPermanent employmentMonday to Friday$116.2k - $229.1k
..., market volatility, and regulatory change, such as IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed...SeniorLocal areaVisa sponsorship- ...alternative investment manager in Connecticut is seeking a detail-oriented Senior Fund Accountant to manage fund accounting for credit-focused funds. This role involves oversight of financial reporting, NAV packages, and coordination with external partners. The ideal...Senior
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...Senior Financial Analyst, Corporate FP&AAt Curaleaf, we're redefining the cannabis industry with a strong commitment to quality, expertise, and innovation. As a leading global cannabis provider, our brands—including Curaleaf, Select, and Grassroots—offer premium products...SeniorWork at office- ...career fund accountant looking to work at a world-class organization with incredible growth opportunity. Responsibilities Create the financial and management reports Manage fee calculations and weekly/monthly /quarterlyreporting Handle management fee, waterfalls, and...Senior
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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... ...role supports comprehensive accounting and financial reporting across a diverse set of... ...key liaison with internal teams, external advisors, consultants, and service providersCommunicate...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$116k - $229.1k
...bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-... ...Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities...SeniorLocal area- ...commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment... ...-term outcomes. Coachability: Demonstrates a senior learning mindset by seeking input from peers...SeniorFull timeWork at office
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$130k - $160k
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$110k
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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... ...client relationships. We are seeking an experienced Senior Financial Planner to join our growing team in White Plains. This role...SeniorWork at officeLocal area- ...Job Title Sr. Financial Analyst Full-Time | Hybrid (Stamford, CT) Required: BS/BA in Accounting... ...as a financial business partner to senior leaders across corporate and headquarters... ...cost center P&Ls, serving as a trusted advisor who translates complex spend data into clear...SeniorFull time
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