Senior Financial Advisor
M&T Bank Corporation
Senior Financial Advisor (Greenwich Market) – Greenwich, CT Lead, grow, and deepen an established book of business with M&T Bank. We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral‑driven ecosystem across Retail, Business Banking, and Wealth teams. Responsibilities Manage and grow a sizeable book of high‑value client relationships Deliver sophisticated investment and insurance strategies aligned to client goals Drive new business through referrals, centers of influence, and internal partnerships across the Greenwich market Provide ongoing portfolio guidance, reviews, and proactive advice Collaborate across the bank to deepen client relationships and uncover opportunities Qualifications 7+ years of experience in financial advising, wealth management, or similar Proven success managing and growing a large book of business Strong consultative approach and ability to serve complex client needs Established business development and relationship management skills Education and Experience Required Combined minimum of 8 years of higher education and/or work experience, including a minimum of 6 years of investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience. Licenses Required Series7,63, and65 or66 Life/Variable Insurance license. Benefits Commission‑based compensation with an advanced draw Access to a broad suite of investment and planning solutions Collaborative, relationship‑driven culture Opportunity to scale and further deepen high‑value practice Competitive benefits including medical and retirement plans, and forty hours of paid volunteer time each year Equal Employment Opportunity M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state, or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug‑free workplace. #J-18808-Ljbffr M&T Bank Corporation
- ...objectives and comply with applicable laws. Responsibilities Lead and contribute to the strategic vision of the State and Local Tax Financial Services team. Develop solutions and solve intricate tax issues using analytical judgment. Identify opportunities to enhance...SeniorFull timeLocal area
- ...established Connecticut based wealth management firm is hiring a Wealth Advisor to lead and grow a portfolio of high-net-worth and emerging-... ...for assigned client relationships; deliver comprehensive financial planning, asset allocation guidance, and ongoing portfolio reviews...SeniorFull time
$120k
...a career where you can leverage your experience to build a lasting advisory practice. What This Career Looks Like As a Financial Advisor, you will establish yourself as a trusted resource for individuals, families, and business owners—many of whom are already within...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours$70k
Join to apply for the Senior Wealth Advisor SAFE Act - Western Connecticut role at Citi . The Wealth Relationship Advisor SAFE Act is a seasoned... ...existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills....SeniorFull timeWork at office- ...navigating healthcare more convenient and stress‑free for its users. The Role We are seeking a highly analytical and detail‑oriented Financial Analyst, FP&A to support financial planning, forecasting, and business insights across the organization. This role will partner...SeniorWork at officeFlexible hours
- ...career fund accountant looking to work at a world-class organization with incredible growth opportunity. Responsibilities Create the financial and management reports Manage fee calculations and weekly/monthly /quarterlyreporting Handle management fee, waterfalls, and...Senior
$125.6k - $209.4k
...Dormont Manufacturing Co is seeking a Commercial Credit Senior Associate based in Stamford, Connecticut. This pivotal role involves... ...commercial clients at M&T Bank, requiring strong analytical skills and financial modeling expertise. You will be responsible for analyzing...Senior- Orange Bank & Trust Company seeks a Cash Management Sales Manager in Chester, NY. The role involves developing client relationships, identifying business opportunities, and executing cash management strategies. Candidates need a Bachelor’s degree, with a preference for ...Senior
- ...entrepreneurial spirit of a boutique. Seeking a sharp and detail-oriented Senior Fund Accountant to join the finance team supporting complex... ...investment teams to ensure the integrity and accuracy of fund financials. Key Responsibilities Manage fund accounting and financial...SeniorWork at office
- ...role supports comprehensive accounting and financial reporting across a diverse set of... ...hoc and special projects as directed by senior leadership or clients (scope varies year... ...key liaison with internal teams, external advisors, consultants, and service providers Communicate...SeniorWork at office
$195k - $323k
Mastercard is seeking a senior Principal Architect in Purchase, New York. The role involves shaping the technical vision for corporate platforms and partnering with leadership to drive architecture decisions. Requires a Bachelor's in Computer Science and strong experience...Senior$130k - $160k
...Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high‑and... ...standing client relationships. We are seeking an experienced Senior Financial Planner to join our growing team in White Plains. This role...SeniorWork at officeLocal area$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 office- ...Yorktown Heights is seeking a Wealth Relationship Management Sr. Analyst. This seasoned professional role requires strong analytical and financial skills, as well as the ability to manage relationships with affluent clients. The analyst will identify client needs, offer...Senior
$130k - $160k
Focus Financial Partners is hiring a Senior Financial Planner in White Plains. This role involves preparing financial plans for ultra-high-net-worth... ...planning and strong interpersonal skills to support senior advisors. The position offers a competitive salary range between...Senior$88.4k - $132.6k
...techniques and improve processes. Key responsibilities include building relationships with affluent clients and anticipating their complex financial needs. The ideal candidate possesses strong analytical and financial skills, is organized, and has a Bachelor's degree. The...SeniorFull time$80k - $90k
...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...Interim roleWork at officeLocal areaImmediate startShift workDay shift$90.23k
...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives...Senior$109k - $175k
Mastercard is seeking a Senior Analyst, M&A Integration, based in Purchase, New York. This integral role involves supporting all phases of acquisition integration, focusing on strategy development and execution. Candidates must possess a Bachelor’s degree and strong skills...Senior$85k - $127.6k
...Senior Financial Analyst Hybrid • MSO Corporate 1000 - Stamford, CT 06905 Overview Salary Range $85,000.00 - $127,600.00 Salary Level Experienced Position Type Full Time Job Shift Day Education Level Bachelors Travel Percentage None Category Health Care Description...SeniorFull timeLocal areaShift work- ...Designation: Full-time, calendar year staff Reports to: Chief Financial & Operations Officer Travel: Infrequent Housing: Not provided POSITION... ...providing exceptional support to the school community. The Senior Financial Analyst plays a key strategic role in shaping the...SeniorFull timeWork at office
- PepsiCo is seeking an experienced Accountant to join the Foodservice Trade team. This hybrid role in Purchase, NY, involves overseeing a substantial trade budget and harmonizing reports across the finance team. The ideal candidate should possess a Bachelor's in accounting...Senior
- ...Banking Center Relationship Banker 2 for their Somers, NY location. This role is pivotal in responding to customer needs, providing financial services, and ensuring compliance with banking regulations. Successful candidates will have a background in customer sales/service...SeniorFlexible hours
$175k - $265k
Morgan Stanley in Purchase, NY is seeking a Portfolio Manager to manage client portfolios for Taft-Hartley and Government Entity clients. You'll be responsible for asset allocation, risk management, and interacting directly with clients. The ideal candidate has over 10 ...Senior$85k - $100k
TRIMAN INDUSTRIES INC is seeking a Senior Financial Analyst in Yonkers, NY. The role includes providing financial analysis and reporting to support strategic decision-making while developing financial models and monitoring performance. Candidate should possess a Bachelor...SeniorFull time- ...projects, and grow your career in a supportive environment, MEC is the place for you. Responsibilities We have an opportunity for a Senior Actuarial Analyst to join our MEC team with a primary focus on Research and Innovation . This role is ideal for someone who thrives...SeniorWork experience placement
- LifeTree Lending, LLC is looking for an Experienced Mortgage Loan Processor based in the United States, New York, Town of Mount Pleasant. The candidate will guide clients through each step of the mortgage process, collaborating closely with borrowers and lenders to ensure...SeniorRemote work
- Mastercard is seeking a Manager for Meeting & Events Management in Purchase, NY. The successful candidate will lead the planning and execution of high-profile events, ensuring exceptional client experiences and meticulous attention to detail. Responsibilities include partnering...Senior
- ...opportunities. You will conduct virtual consultations with clients, assess their needs, and build lasting relationships to secure their financial well-being. This role includes benefits such as a qualified lead program, advancement based on performance, and comprehensive...Remote workWork from homeFlexible hours
- ...passionate and adaptable individuals for a career with flexibility and growth opportunities. This role focuses on securing families’ financial well-being through virtual consultations and consistent client relationships. Enjoy no cold calling, a qualified lead program,...Weekly payRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor. Be the first to apply!
- senior manager legal Greenwich, CT
- senior Greenwich, CT
- senior performance engineer Greenwich, CT
- senior performance tester Greenwich, CT
- senior manager diversity & inclusion Greenwich, CT
- international tax senior Greenwich, CT
- senior application security Greenwich, CT
- senior financial analyst fp&a Greenwich, CT
- senior software engineer remote Greenwich, CT
- financial sales Greenwich, CT

