Financial Advisor
M&T Bank
Financial Advisor (Greater Bridgeport Market)
-Bridgeport, CT & surrounding area
Build your book with a strong referral network.
M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Bridgeport market. This role offers access to a robust referral network across Retail, Business Banking, and Wealth partners-giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions.
What You'll Do:
Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the Bridgeport market
Deliver personalized investment and insurance solutions aligned to client goals
Partner with branch, business banking, and wealth teams to generate consistent opportunities
Conduct portfolio reviews and recommend tailored strategies to grow and protect assets
Manage the full client lifecycle-from discovery to long-term relationship management
What You Bring:
4+ years of investment and/or insurance sales experience
Proven track record growing client relationships and assets under management
Strong business development and networking skills
Ability to work independently while leveraging internal partnerships
Education and Experience Required:
- Bachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience
Licenses Required:
Series 7, 63, and 65 or 66
Life/Variable Insurance license
Why Join M&T:
Established referral network to accelerate your book growth
Access to a broad suite of investment and insurance solutions
Collaborative, relationship-driven environment
Opportunity to build a scalable, long-term 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.
Location
Fairfield, Connecticut, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$65k - $80k
...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...SuggestedTemporary workMonday to FridayShift workDay shift- ...Financial Solutions Advisor - Southern CT. Market Cheshire, Connecticut;Danbury, Connecticut; Fairfield, Connecticut; New Canaan, Connecticut To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...Financial Advisor (Greater Bridgeport Market) – Bridgeport, CT & surrounding area Build your book with a strong referral network. M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Bridgeport market. This role offers access to a robust...SuggestedWork experience placementLocal area
- ...We are seeking an ambitious, business-minded individual to join our team as a Financial Planner. This is an opportunity to build your own book of business while helping individuals, families, and business owners achieve their financial goals through comprehensive planning...Suggested
$90k - $100k
...an ambitious, business-minded individual to join our team as a Financial Planner. This is an opportunity to build your own book of business... ...factors related to wealth management • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify...SuggestedWork at office- ...Northwestern Mutual in Bridgeport, CT is looking for a Financial Advisor to join their team. This role involves helping clients achieve their financial goals through personalized financial solutions and insurance. As a Financial Advisor, you will engage with clients, develop...
$61k - $119k
...Overview 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 advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...Herzing University is seeking a Financial Aid Advisor to assist a diverse student population with financial aid processes and funding options. The role includes providing onboarding support and growth opportunities through Career Pathways. Successful candidates will...Remote work
- ...Servicing Financial Advisor Cornerstone Planning Group | Fairfield, NJ At Cornerstone Planning Group, we are a growth-oriented financial advisory firm committed to integrity, excellence, ownership, and delivering meaningful impact in the lives of our clients. As our firm...Work at officeFlexible hours
$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- ...Fidelity Investments seeks a Wealth Planner to guide high-net-worth clients through tailored financial roadmaps, growing, managing, and protecting assets with integrated investment, retirement, tax, and protection planning across generations. This high-touch role builds...
- ...focus is on ensuring that pre-retirees and retirees (50+) have the financial security, guaranteed income, and risk protection they need to retire with confidence. We are looking for a Financial Advisor who is passionate about retirement planning and enjoys guiding clients...Temporary workFlexible hours
- ...firm has built a strong reputation by delivering personalized financial planning, investment management, tax planning, and high-touch service... ...-worth clients. This is an exciting opportunity for a Service Advisor who wants to step into a meaningful client-facing role without...
$61k - $119k
...Overview 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 advisor, you start as a financial representative...Work at office- ...partner, dedicated to achieving optimal wellness for the communities we serve. We are currently recruiting for a Full Time bilingual Financial Counselor for our location in Bridgeport, CT . Position Summary The Financial Counselor is a member of a healthcare team...Full timeWork at office
- ...Job Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...Temporary workMonday to FridayShift workDay shift
- ...Northwestern Mutual offers a path to becoming a financial advisor, starting as a financial representative focused on client-building and obtaining licenses. Award-winning training equips you with the education, skills, and development strategies to build a holistic financial...
- ...program of the Connecticut Institute For Communities, Inc., is seeking full-time compassionate, highly motivated and detail-oriented Financial / Certified Application Counselor(s) to join our team. In this rewarding role, you will help patients obtain healthcare coverage...Hourly payFull timeWork at office
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Aid Advisor - Lincoln Tech - Shelton, CT We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience in...Full timeTemporary workImmediate start
$80k
...Elevate your career and join the high-performing team at Northwestern Mutual of Fairfield County! We’re actively seeking to add a Financial Advisor to lead our network of offices into an exciting new phase of growth and success. Our passion for community support is...InternshipSeasonal workWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours- Business Development Manager for the Northeast Financial Group at Prudential Advisors Take your career to the next level at Prudential Advisors ! Change your life by helping others change theirs! We have an immediate opening for a highly motivated, analytical individual...Immediate start
$58.5k - $70k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Sikorsky Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated...Work at officeLocal area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours- ...M&T Bank Corporation is seeking a Financial Advisor for the Greater Bridgeport Market in Connecticut. This role provides an opportunity to build a robust book of business, leveraging established referral networks across Retail, Business Banking, and Wealth partnerships...
- ...this position. The Role As a Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial guidance. You serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity, helping them...Full time
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$58.5k - $70k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Sikorsky Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated...Work at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial planner Fairfield, CT
- financial planning associate Fairfield, CT
- associate corporate finance Fairfield, CT
- wealth advisor Fairfield, CT
- financial consultant Fairfield, CT
- jde finance consultant Fairfield, CT
- financial advisor Fairfield, CT
- finance associate Fairfield, CT
- financial planning administrator Fairfield, CT
- financial associate Fairfield, CT

