Financial Advisor
$75.9k - $126.5kM&T Bank Corporation
Financial Advisor - Long Island Join Wilmington Advisors @M&T in our Long Island market. 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 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 Long Island 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. The pay range for this position is $75,900.00 - $126,500.00 (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Hauppauge, New York, United States of America Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. 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
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$75.9k - $126.5k
...Financial Advisor - Long Island Join Wilmington Advisors @M&T in our Long Island market. 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...SuggestedWork experience placement$50k - $80k
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...tailored to the unique needs of our clients. We Customize goals-based financial plans and help clients manage their portfolios. Committed to... ...satisfaction is therefore our first priority. Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you...Full timeTraineeshipRelocationMonday to Friday- ...retirement, education, legacy, and other life goals through investment advice and guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net‑worth individuals to identify needs, develop relationships, review financial...Interim roleLocal areaImmediate startShift workDay shift
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...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices... ...experience that blends growth opportunity with deep support-helping advisors build meaningful businesses while making a lasting impact on the...Flexible hours- ...The Senior Financial Representative within LPL Financial's Wealth Advisors Group helps manage a book of 120,000+ clients, delivering tailored investment solutions over the phone and virtually. You will combine exceptional service with financial planning to meet each client...Immediate start
- ...Entry‑Level Financial Advisor job at NYL - Nassau‑Suffolk NY. Melville, NY. Great opportunity available at the New York Life Long Island, NY for an Entry‑Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with...
- Jennifer O'Brien State Farm Agency in Smithtown, NY, is looking for a State Farm Insurance Agent to join their team. This role is vital to building customer relationships and promoting various State Farm products such as auto, home, and life insurance. The ideal candidate...
$142.1k - $236.8k
...all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize...Full timeTemporary workWork experience placement$24k
Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City,...Permanent employmentContract workLive inWork at officeFlexible hours- ## Financial Advisor Associate - Medford, NYPostulerremote type: Sur placelocations: Medford, New Yorktime type: Temps pleinposted on: Publié aujourd'huitime left to apply: Date de fin : 24 juillet 2026 (Il reste 20 jours pour postuler)job requisition id: R\_1479953**Work...Temporary workTraineeshipWork experience placementCasual workWork at office
$65k - $80k
Job Description: This position provides comprehensive advice and customized solutions to clients to help them achieve financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting...Temporary workMonday to FridayShift workDay shift$142.1k - $236.8k
...Wealth Management Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources... ...Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through...Temporary workWork experience placement- ...institutional and retail mutual funds. Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals... ...individuals plan for their future. Average Financial Advisor compensation range: Year 1: $65,000-$132,000 Year 3: $109,...Work at officeLocal areaFlexible hours
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- ...LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting... ...at Dime Community Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role...Work at officeLocal area
$58.5k - $70k
...Wealth Advisor LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Suffolk Federal Credit Union invites you to join our employee advisor model as a Wealth...Work at officeLocal area- ...Associate Financial AdvisorThis job posting is anticipated to remain open for 30 days, from 17-Aug-2026. Join a financial services firm... ...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,...Temporary workFlexible hours
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