Senior Financial Advisor - HNW Wealth & Investments
M&T Bank
M&T Bank in New York City seeks an experienced Financial Advisor to grow a book of business by deepening client relationships and delivering sophisticated wealth management solutions. You will lead portfolio reviews and work across Wealth, Retail, and Banking teams to identify client needs and drive referrals. The role requires a track record in building relationships, at least 6 years combined education/experience, and FINRA licenses (Series 7/63/65 or 66) plus Life/Variable Insurance. #J-18808-Ljbffr M&T Bank
Vacancy posted 1 day ago
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