Financial Advisor
$75.9k - $126.5kM&T Bank
Financial Advisor
- Nyack, NY
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 Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
- Bank of America is seeking a Financial Advisor through Merrill's Advisor Development Program in West Nyack, NY. This role involves working with high-net worth individuals to identify their needs and develop personalized financial plans. The ideal candidate will hold Series...Suggested
- ...Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market Paramus, New Jersey;Fort Lee, New Jersey; West Nyack, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
West Nyack, NY3 days ago - ...Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Armonk, New York; Kingston, New York; Yorktown Heights, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Armonk, NY21 hours 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
White Plains, NY21 hours ago- ...Traphagen CPAs & Wealth Advisors is a growing CPA firm located in Oradell, NJ seeking a Financial Advisor to join our award-winning team. This position is within the wealth management division of the firm. We value our associates and are committed to providing...SuggestedFull timeRemote work
Traphagen CPAs & Wealth Advisors
Oradell, NJ3 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
Rye, NY2 days ago$65k - $80k
Overview At 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 shareholders every day....Temporary workWork at officeMonday to Friday- A financial institution is seeking a motivated individual to provide comprehensive financial advice and customized solutions to help clients achieve their financial goals. Responsibilities include triaging client needs, recommending appropriate investment products, and...
$65k - $80k
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...Temporary workWork at officeMonday to FridayShift workDay shift$50k - $70k
...Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team. This role is a key part of our client advisory...Private practiceWork at officeVisa sponsorshipJambalaya Group
White Plains, NY1 day ago- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
SkyKey Financial
Monsey, NY2 days ago - JPMorgan Chase in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families as part of Chase Wealth Management. You will build strong client relationships, expand your book of business,...
- A reputable financial services firm in White Plains is seeking a Financial Advisor to assist clients with their financial planning. Candidates should have a strong sales background, hold active FINRA licenses, and be committed to client success. The company offers extensive...Remote job
$20.67 - $31.25 per hour
..., New York 10954 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payFull timeWork experience placementFlexible hoursDay shiftKey Bank
Nanuet, NY1 day ago- A leading financial services firm in New Jersey seeks a dedicated Financial Consultant to develop personalized financial strategies for clients. This role requires expertise in financial products, strong communication, and analytical skills. You will conduct financial analyses...
- ...program of the Connecticut Institute For Communities, Inc., is seeking full-time compassionate, highly motivated and detail-oriented Financial / Certified Application Counselor(s) to join our team. In this rewarding role, you will help patients obtain healthcare coverage...Hourly payFull timeWork at office
Connecticut Institute For Communities, Inc. (CIFC)
Chappaqua, NY21 hours ago - Jobtailor in the United States seeks a client banking advisor to uphold the bank's risk culture while delivering exceptional service. You will engage with clients to understand financial needs, guide them through self-service tools, and ensure compliant, accurate handling...
- ...members, record and maintain complete documentation of accounts. Assisting patients with coordination of benefit/eligibility issues, financial /insurance forms/applications and arrangements. Notifies case management, social services and admission staff of case screening...
$27 - $31.87 per hour
Overview Position: Financial Aid Counselor Location: New Rochelle, NY 10801 Salary Range: $27.00 - $31.87 per hour (hourly) Position Type: Full Time Education Level: 2 Year Degree Travel: No Travel Required Description Under the direction of the Assistant Director of Financial...Hourly payFull timeLocal areaNight shiftAfternoon shift- Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
- ...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. Being a...Temporary workWork at officeFlexible hoursShift workDay shift
- ...Financial Representative Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative...Flexible hours
Evolution Financial Group
White Plains, NY2 days ago $130k - $160k
...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 is...Work at officeLocal areaFocus Financial Partners Inc.
White Plains, NY1 day ago- ...role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development... ...knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques...
- Northwestern Mutual offers College Financial Representative internships designed to mirror the full-time career path. Interns build a financial planning practice with guidance from Fortune 500 support, while gaining access to exclusive products and nationwide experts. You...Full timeInternship
$75k
...seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide... ...training is included. About Company Thoroughbred Advisors - National Life Group is represented by a growing team of Financial...Flexible hoursThoroughbred Advisors - National Life Group
East White Plains, NY23 days ago- .... Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial...
Valley National Bancorp
Ossining, NY4 days ago - Following Titan Wealth's acquisition of Innes Reid , we are seeking an experienced Financial Planner to join the Chester office and play a key role in the next chapter of the firm's growth. Established for over 26 years, Innes Reid has built an outstanding reputation within...Self employmentWork at office
- Titan Wealth Holdings Limited, following the acquisition of Innes Reid, seeks an experienced Financial Planner to join the Chester office and manage an established client portfolio. The role focuses on holistic financial planning across retirement, investments, estate and...Work at office
$250k - $300k
Job Description Job Description Finance Associate – Westchester County, NY Direct Counsel represents an Am Law 100 firm seeking a Senior Finance Associate to join its Finance Group in Westchester County, NY . This is an excellent opportunity for an experienced ...Flexible hoursDirect Counsel
White Plains, NY14 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
