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:
Manage and grow a sizeable book of high-value client relationships
Deliver sophisticated investment and insurance strategies aligned to client goals
Drive new business through referrals, centers of influence, and internal partnerships across the Greenwich market
Provide ongoing portfolio guidance, reviews, and proactive advice
Collaborate across the bank to deepen client relationships and uncover opportunities
What You Bring:
7+ years of experience in financial advising, wealth management, or similar
Proven success managing and growing a large book of business
Strong consultative approach and ability to serve complex client needs
Established business development and relationship management skills
Education and Experience Required:
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:
Series 7, 63, and 65 or 66
Life/Variable Insurance license
Why M&T:
Established book and referral network to accelerate impact
Access to a broad suite of investment and planning solutions
Collaborative, relationship-driven culture
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.
Skills Required
- 7+ years of experience in financial advising, wealth management, or similar
- Combined minimum of 8 years' higher education and/or work experience, including minimum 6 years' investment or insurance sales experience (investment, brokerage and/or insurance solutions, including trust/fiduciary experience)
- Series 7, Series 63, and Series 65 or 66
- Life/Variable Insurance license
- Proven success managing and growing a large book of business
- Established business development and relationship management skills
- Strong consultative approach and ability to serve complex client needs
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.
