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 Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
What You’ll Do:
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Manage and grow a sizeable book of high-value client relationships
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Deliver sophisticated investment and insurance strategies aligned to client goals
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Drive new business through referrals, centers of influence, and internal partnerships across the Greenwich market
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Provide ongoing portfolio guidance, reviews, and proactive advice
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Collaborate across the bank to deepen client relationships and uncover opportunities
What You Bring:
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7+ years of experience in financial advising, wealth management, or similar
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Proven success managing and growing a large book of business
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Strong consultative approach and ability to serve complex client needs
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Established business development and relationship management skills
Education and Experience Required:
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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
Licenses Required:
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Series 7, 63, and 65 or 66
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Life/Variable Insurance license
Why M&T:
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Established book and referral network to accelerate impact
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Access to a broad suite of investment and planning solutions
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Collaborative, relationship-driven culture
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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.