Build trusted relationships. Deliver personalized financial guidance. Make an impact in the communities you serve.
At M&T Bank, we believe meaningful relationships are the foundation of great financial outcomes. We are seeking a Financial Advisor to help clients across the Greater Boston market achieve their financial goals through advice-based investment and insurance solutions tailored to their unique needs.
In this role, you will serve as a trusted advisor to an established portfolio of mass affluent clients while also growing your book of business through referrals, networking, and strong internal partnerships. Working closely with Retail, Business Banking, Mortgage, and Wealth teams, you'll provide personalized recommendations designed to help clients build, preserve, and protect their wealth.
What You'll Do
Deliver advice-based investment and insurance solutions aligned to each client's goals, objectives, and best interests.
Build and deepen relationships with existing clients while developing new business opportunities through referrals and community engagement.
Conduct portfolio reviews and needs-based financial conversations to identify opportunities and recommend customized solutions.
Partner with Retail, Business Banking, Mortgage, and Wealth colleagues to provide a seamless client experience and comprehensive financial guidance.
Grow assets under management through effective relationship management, business development, and referral generation.
Serve as a primary point of contact for clients, ensuring a high-quality experience throughout the relationship lifecycle.
Maintain compliance with regulatory requirements and uphold M&T's risk management standards.
What You Bring
Experience providing investment and/or insurance solutions in a client-facing advisory environment.
Proven ability to build relationships, uncover client needs, and deliver personalized financial recommendations.
Strong business development, networking, and relationship management skills.
Ability to collaborate across teams while maintaining a client-first mindset.
FINRA Series 7, 63, and 65 or 66 licenses required.
State Life/Variable Insurance License required.
CFP®, CLU®, ChFC®, or related financial planning credentials preferred.
Why Join M&T
Established referral network across Retail, Business Banking, Mortgage, and Wealth Management.
Opportunity to grow your practice within a relationship-driven organization.
Collaborative environment focused on client success and long-term career growth.
Access to a broad suite of investment, advisory, and insurance solutions.
A culture that values belonging, community involvement, and doing what's right for clients.
Skills Required
- Experience providing investment and/or insurance solutions in a client-facing advisory environment.
- Proven ability to build relationships, uncover client needs, and deliver personalized financial recommendations.
- Strong business development, networking, and relationship management skills.
- Ability to collaborate across teams while maintaining a client-first mindset.
- FINRA Series 7, 63, and 65 or 66 licenses.
- State Life/Variable Insurance License.
- CFP, CLU, ChFC, or related financial planning credentials.
M&T Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about M&T Bank and has not been reviewed or approved by M&T Bank.
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Retirement Support — Retirement benefits are positioned as a strong pillar, including a 401(k) match and the possibility of an additional employer contribution, plus access to an employee stock purchase plan.
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Leave & Time Off Breadth — Time-off offerings are framed as competitive, with a flexible PTO approach and paid volunteer time called out as a meaningful add-on to standard leave.
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Wellbeing & Lifestyle Benefits — Wellbeing support appears comparatively robust, highlighted by mental-health therapy/coaching sessions and broader wellness programming alongside community-oriented perks.
M&T Bank Insights
What We Do
M&T Bank is a multi-state community-focused bank serving New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and Washington, D.C. Founded in 1856, the company provides banking, investment, insurance and mortgage financial services to more than 3.6 million consumer, business and government clients.
