Financial Advisor
$75.9k - $126.5kM&T Bank
Financial Advisor
Join Wilmington Advisors @M&T serving the Hudson Valley market. We're seeking an experienced Financial Advisor with a strong track record of building trusted client relationships, growing a book of business, and delivering personalized wealth management solutions to affluent individuals, families, and business owners throughout the region.
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
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 strong client acquisition opportunities
- Deeply rooted community presence throughout the Hudson Valley market
- Collaborative partnerships across Retail, Business Banking, and Wealth Management
- Comprehensive investment, planning, trust, and lending capabilities to support client needs
- Opportunity to expand an existing book of business while benefiting from the resources and stability of a leading regional bank
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. The pay range for this position is $75,900.00 - $126,500.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location: Nyack, New York, United States of America
M&T BankVacancy posted 15 hours ago
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