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
- ...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...SeniorWork experience placement
$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$105.4k - $207.8k
...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and... ...for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting...SeniorLocal areaVisa sponsorship$95.6k - $188.4k
Position Summary Senior Consultant, Anti-Money LaunderingAbout Deloitte Regulatory, Risk & ForensicOur Deloitte Regulatory, Risk... ...clear guidance to othersThe TeamOur Forensic, Discovery, & Financial Crime offering provides services to support anti-money laundering...SeniorVisa sponsorship- ...Banker in Greenwich, CT, to manage and advise clients on their wealth. The role involves building relationships and providing tailored financial solutions using your knowledge in investments, banking, and wealth management. Ideal candidates have over six years of relevant...Senior
- ...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...SeniorSelf employmentWork at office
$150k - $180k
...Senior Associate, Strategic Finance | Investment Firm | Stamford, CT, three days a week on site We're recruiting for one of our most... ...complex, multi-entity, or multinational structures Strong Excel and financial modeling ability, able to build a 3-statement model solo and...SeniorFlexible hours3 days per week- ...seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets. You will be part of a local team and supported by...SeniorTemporary workLocal area
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Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform...SeniorWork at officeVisa sponsorship$77k - $214k
...A career in our State and Local Tax Financial Services practice, within State and Local Tax... ...careers, now and in the future. As a Senior Associate, You'll Work As Part Of a Team... ...lead the way as technology-enabled tax advisors who provide significance through digitization...SeniorH1bLocal area- JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services. The ideal candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional...Senior
$150k
We are looking for people ready to disrupt the mortgage industry in the best ways possible. We provide resources, coaching, and accounts with an abundance of lead flow and strong relationships. Providing a growth plan designed specifically for you, we will draft the next...Senior$90k - $120k
...Job Overview – Senior Financial Analyst (FP&A) Compensation: $90,000 – $120,000/year + bonus Location: Stamford, CT Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Senior Financial Analyst (FP&A) in Stamford, CT for our client, supporting corporate financial...SeniorMonday to Friday- ...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
$116.2k - $229.1k
..., market volatility, and regulatory change, such as IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed...SeniorLocal areaVisa sponsorship- ...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
- ...alternative investment manager in Connecticut is seeking a detail-oriented Senior Fund Accountant to manage fund accounting for credit-focused funds. This role involves oversight of financial reporting, NAV packages, and coordination with external partners. The ideal...Senior
- Consolidated Edison Company of New York is seeking a Senior Analyst to lead FP&A efforts for the Bronx-Westchester Electric Operations. The role partners with customers to develop budgets, tracks performance, and identifies data-led improvement opportunities. You will...Senior
$94k - $104k
...Here, you’ll have the opportunity to make a meaningful impact, drive innovation, and help shape the future of cannabis. Title: Senior Financial Analyst, Corporate FP&A Location: Stamford, CT Job Type: FT About the Role The Senior Financial Analyst, Corporate FP&A serves...SeniorPermanent employmentWork at office$120k - $140k
...is seeking an experienced professional to join their team as a Senior Fund Accountant. Base pay range $120,000.00/yr - $140,000.00/yr... ...with daily reconciliations, monthly close packages, and annual financial statement preparation Interact with prime brokers, custodians,...SeniorFull time- ...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
$110k - $130k
...Direct message the job poster from Mission Staffing Associate/Senior – Fund Accountant (Public Vehicles) Location: Old Greenwich, CT... ...investment teams. Responsibilities Prepare and review monthly financial statements and management reporting packages for publicly traded...SeniorFull time- ...Senior Fund Accountant (Family Office)A confidential, single-family office affiliated... ...role supports comprehensive accounting and financial reporting across a diverse set of... ...key liaison with internal teams, external advisors, consultants, and service providersCommunicate...SeniorWork at office
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...bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-... ...Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities...SeniorLocal area- ...commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment... ...-term outcomes. Coachability: Demonstrates a senior learning mindset by seeking input from peers...SeniorFull timeWork at office
$130k - $160k
...Senior Financial PlannerWhite Plains, NYThe Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2...Senior- ...CDM Smith is hiring a Senior Financial Analyst to join their Corporate FP&A Team in Stamford, Connecticut. This hybrid role supports financial planning and analysis projects for the enterprise, providing recommendations and insights based on complex data. The candidate...Senior
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