Financial Advisor
Wilmington Trust
Financial Advisor
Launch your advisory career with M&T Bank. We're seeking a licensed banker or early-career advisor to grow within the Western NY market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network.
What You'll Do:
- Build client relationships through referrals and branch partnerships
- Deliver investment and insurance solutions
- Support portfolio reviews and client lifecycle management
- Partner across Retail, Business Banking, and Wealth teams
What You Bring:
- Banking, sales, or client-facing experience (licensed preferred)
- Strong relationship-building skills and growth mindset
Licenses (or willing to obtain):
- 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 4 years' investment or insurance sales experience
- FINRA Series 7, 63 and 65 or 66 licenses
- Pertinent state Life/Variable Insurance (LAH) licenses
Why M&T:
- Hands-on mentorship from a senior producer
- Established referral network
- Clear path to grow your own practice
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.
Vacancy posted 5 days ago
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