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Financial Advisor

M&T Bank

Financial AdvisorJoin Wilmington Advisors @M&T in the heart of Downtown Manhattan. 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 partnershipsDeliver customized investment, insurance, and wealth management solutionsLead portfolio reviews and provide proactive financial guidance aligned with clients' goalsPartner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needsGrow your practice within a highly collaborative and referral-rich environmentWhat You Bring:Banking, sales, or client-facing experience (licensed preferred)Strong relationship-building skills and growth mindsetLicenses :Series 7, 63, and 65/66Life/Variable InsuranceExperience Required:Combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales experienceFINRA Series 7, 63 and 65 or 66 licensesPertinent state Life/Variable Insurance (LAH) licensesWhy M&T:Established referral network and client acquisition opportunitiesCollaborative Wealth, Retail, and Business Banking partnershipsRobust planning, investment, and lending solutionsOpportunity to expand your practice in the Manhattan marketAbout Wilmington Advisors @ M&TWilmington 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.

Vacancy posted 1 day ago
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