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M&T Bank

Full-service banking with mortgage, deposits, loans

Affluent Market Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeParsippany-Troy Hills, NJ, USAIn-person

About the Job

Requirements

  • Banking, sales, or client-facing experience; licenses are preferred.
  • A combined minimum of 6 years of higher education and/or work experience, including at least 4 years of investment or insurance sales experience.
  • FINRA Series 7 and 63 licenses, plus Series 65 or 66.
  • Pertinent state Life/Variable Insurance (LAH) licenses, or willingness to obtain the listed licenses.

Responsibilities

  • 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.

Desired Qualifications

  • Licensed banker or early-career advisor background.
  • Banking, sales, or client-facing experience; licenses are preferred.

About the Company

M&T Bank

Full-service banking with mortgage, deposits, loans

M&T Bank is a full-service financial institution that offers a wide range of banking solutions for individuals, small businesses, and larger enterprises. Its products include personal and business checking accounts, mortgage assistance programs, loans, deposits, investment products, and mobile banking. The bank serves mainly customers in the Northeastern and Mid-Atlantic United States and emphasizes community engagement and customer-focused service. It generates revenue from interest income, fees, and service charges tied to loans, deposits, and other financial products. The company’s recent merger with United Bank, N.A. expands its footprint and enhances its service offerings. The goal is to provide accessible financial services to communities while growing its market presence and deepening local connections.

Company size
10,001+
Company stage
IPO
Headquarters
Buffalo, NY
Founded
1993

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