Financial Advisor
M&T Bank
Financial Advisor
- Gramercy East
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.
Location
New York, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$100k
...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...SuggestedHourly payFull timeWork at officeDay shift- ...Job Description As a Financial Representative you will build long‑lasting relationships, offer guidance and provide solutions to help... ...Series6,63,7,65,CLU,CFP,ChFC) Personalized Mentorship from Top Advisors and Industry Leaders Unlimited Earning Potential Qualifications...Suggested
Northwestern Mutual – NYC
New York, NY5 days ago - ...the human side of wealth management isn't a feature — it's the foundation. Every financial decision a client faces is ultimately a life decision, and the relationship between an advisor and a client is one of the most consequential professional bonds a person can have...SuggestedWork at officeFlexible hours
Thryve Wealth Management
New York, NY5 days ago $90k - $150k
...relationships, uncovering client needs, and delivering tailored financial solutions. This individual will play a key role in expanding... ...tailored to individual client needs Collaborate with external advisors (CPAs, estate planning attorneys, etc.) to deliver holistic solutions...SuggestedFull timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon shiftYtswealth
New York, NY1 day ago$75k - $150k
...Financial ConsultantThe 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 (such...SuggestedManning & Napier Advisors
New York, NY3 days ago- ...Financial AdvisorLaunch your advisory career with M&T Bank. We're seeking a licensed banker or early-career advisor to grow within the Northern New Jersey market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network...Work experience placement
M&T Bank
New York, NY3 days ago - ...Knugget Financial Services specializes in providing tailored financial solutions for veterans, active-duty service members, and their families... ...Description This is a full-time remote role for a Financial Advisor at Knugget Financial Services. The Financial Advisor will be...Full timeRemote work
Knugget Financial Services
New York, NY3 days ago $15 per hour
...Regional Director at Prudential Advisors About the Company Take your career to the next level at Prudential Advisors! Change your life... ...for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve...Minimum wageFull timeContract workPart timePrudential Advisors
New York, NY5 days ago- ...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...Shift workDay shift
Bank of America
New York, NY5 days ago - ...Join Kinnect Advisors – Where Independence Meets Unmatched Support Location: Remote, USA Are you ready to build your business your way... ...—we’re a collective ensemble built to empower entrepreneurial financial advisors. Whether you're looking to break free from a captive...Remote work
Kinnect Advisors
New York, NY3 days ago - ...our employees and customers. Overview This is a full-time, on-site, commissioned career opportunity based out of our Parsippany, NJ financial center. Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension...Full timeLocal areaWork visaFlexible hours
Fulton Financial
New York, NY1 day ago - ...We are seeking Financial Advisors for a client in the Buckhead, GA area. Whether you're an established advisor with a large book of business seeking options for independence, better support, higher payouts, etc. Or an advisor with a smaller book interested in rapid growth...Work at officeFlexible hours
Netevia Platinum Direct
New York, NY4 days ago - ...St Paul's School of Nursing in Staten Island, NY, is seeking an energetic and highly motivated Advisor for its Financial Aid Department . If you possess a desire to help others succeed, this is an opportunity for you to positively impact the li ves and careers of our students...Full timeWork at officeAfternoon shift
RadNet
New York, NY5 days ago - ...Overview Our Financial Advisors act as advocates for clients and are committed to continually enhance, enrich, and serve their community. They problem-solve for their clients, researching and proposing educated financial strategies which leads to long-lasting, value-based...Flexible hours
National Financial Network
New York, NY5 days ago $90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking For?Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management...Temporary workLocal areaFlexible hoursCAPTRUST
New York, NY4 days ago- ...A financial services firm in New York is seeking a Financial Services Representative to provide essential financial guidance and build client relationships. The ideal candidate will possess strong interpersonal, organizational, and communication skills, alongside a goal...
Barnum Financial Group
New York, NY4 days ago $60k - $128k
...Job Description Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional Entry Level, Career Changer or Experienced Agent/Advisor Ready to take your career and life to new levels of purpose, pride and...Work experience placementFlexible hoursThe Quintessential Experience
New York, NY1 day ago$74.88k - $112.32k
...Responsibilities Sell & Advise : Offer investment solutions and financial planning tailored to client goals. Client Onboarding : Guide... ...insurance Vision insurance 401(k) Get notified about new Financial Advisor jobs in New York, NY . We’re unlocking community knowledge in a...Full timeLocal areaInsight Global
New York, NY5 days ago- ...We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. If you’re a successful entrepreneur...Local areaFlexible hours
MassMutual
New York, NY5 days ago - ...Type: Full-Time Compensation: Uncapped Earning Potential About the Opportunity MassMutual New Jersey NYC is seeking an experienced Financial Services Professional to join our growing Warren office. This opportunity is ideal for a licensed financial professional who is...Full timeWork at office
MassMutual New Jersey-NYC
New York, NY3 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...
Fifth Avenue Financial
New York, NY2 days ago - ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor- with the benefits of being an employee Three retirement programs...
Tri-State Wealth Advisors of Prudential Advisors
New York, NY4 days ago - ...Financial AdvisorAt Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring...
New Day Executive Search
New York, NY4 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....Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
New York, NY5 days ago $100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...Empirical Wealth Management
New York, NY5 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, 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, NY2 days 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
New York, NY2 days ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people 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, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
New York, NY4 days ago- ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey;Toms River, New Jersey; Voorhees, New Jersey; Sewell, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...Temporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Absecon, NJ3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial planner cfp New York, NY
- morgan stanley financial advisor New York, NY
- senior financial advisor New York, NY
- financial advisor wealth manager New York, NY
- strategic finance associate New York, NY
- financial advisor part time New York, NY
- oracle financial functional consultant New York, NY
- associate leveraged finance New York, NY
- work from home financial advisor New York, NY
- entry level financial advisor New York, NY