Affluent Market Financial Advisor
Wilmington Trust
Affluent Market Financial Advisor
Wilmington Trust
Wealth management and institutional trust services
Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early-career advisor to grow within the Northern New Jersey market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network.
What You’ll Do:
Build client relationships through referrals and branch partnerships
Deliver investment and insurance solutions
Support portfolio reviews and client lifecycle management
Partner across Retail, Business Banking, and Wealth teams
What You Bring:
Banking, sales, or client-facing experience (licensed preferred)
Strongrelationship-buildingskills and growth mindset
Licenses (or willing to obtain):
Series 7, 63, and 65/66
Life/Variable Insurance
Experience Required:
Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 4 years’ investment or insurance sales experience
FINRA Series 7, 63 and 65 or 66 licenses
Pertinent state Life/Variable Insurance (LAH) licenses
Why M&T:
Hands-on mentorship from a senior producer
Established referral network
Clear path to grow your own 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.Wealth management and institutional trust services
Wilmington Trust provides wealth management and institutional services for high-net-worth individuals, families, foundations, and other institutions, charging fees for advisory and fiduciary work. Its offerings include investment management, financial planning, fiduciary and trust services, family-office support, estate planning, corporate trust, retirement plan services, and custody arrangements. The company differentiates itself by focusing on high-net-worth clients and institutions with a broad, integrated set of fiduciary, custody, and family-office capabilities under one umbrella, backed by its parent, M&T Bank. Its goal is to help clients grow and protect wealth, plan legacies, and meet ongoing fiduciary and retirement needs with trusted, fee-based guidance and administration.
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