Senior Financial Advisor
M&T Bank
Senior Financial Advisor (Wyomissing Market)
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 Wyomissing market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
Territory Locations: Lebanon, Womelsdorf, South Heidelberg, Shillington, Wyomissing PA
What You'll Do:
- 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
- Provide ongoing portfolio guidance, reviews, and proactive advice
- Collaborate across the bank to deepen client relationships and uncover opportunities
What You Bring:
- 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:
- 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
- FINRA Series 7, 63 and 65 or 66 licenses
- Pertinent state Life/Variable Insurance (LAH) licenses
Licenses Required:
- Series 7, 63, and 65 or 66
- Life/Variable Insurance license
Why M&T:
- Established book and referral network to accelerate impact
- Access to a broad suite of investment and planning solutions
- Collaborative, relationship-driven culture
- Opportunity to scale and further deepen a high-value 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: Wyomissing, Pennsylvania, United States of America
Vacancy posted 2 days ago
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