Financial Advisor
M&T Bank
Financial Advisor
M&T Bank
Full-service banking with mortgage, deposits, loans
Join 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 partnerships
Deliver customized investment, insurance, and wealth management solutions
Lead portfolio reviews and provide proactive financial guidance aligned with clients' goals
Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needs
Grow your practice within a highly collaborative and referral-rich environment
What You Bring:
Banking, sales, or client-facing experience (licensed preferred)
Strong relationship-building skills and growth mindset
Licenses:
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 2 years’ sales experience
FINRA Series 7, 63 and 65 or 66 licenses
Pertinent state Life/Variable Insurance (LAH) licenses
Why M&T:
Established referral network and client acquisition opportunities
Collaborative Wealth, Retail, and Business Banking partnerships
Robust planning, investment, and lending solutions
Opportunity to expand your practice in the Manhattan market
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.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.
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