Affluent Market Financial Advisor

M&T Bank Corporation

Parsippany-Troy Hills (NJ)

On-site

USD 60,000 - 85,000

Full time

14 days+
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Benefits offered by this job

Competitive medical and retirement benefits
40 hours of paid volunteer time each year

Job summary

M&T Bank Corporation is seeking a Financial Advisor in Parsippany, NJ, to launch your career in advisory. You'll partner with a top Senior Advisor and build your own client book through referrals.

The ideal candidate should have experience in banking or sales, strong relationship-building abilities, and a willingness to obtain necessary licenses such as Series 7 and 63. Competitive compensation based on commission is offered, alongside benefits including medical and retirement options.

Qualifications

  • Minimum of 4 years of investment or insurance sales experience.
  • LICENSING: Series 7, 63, and 65/66; Life/Variable Insurance.

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.

Skills

Banking, sales, or client-facing experience
Strong relationship-building skills
Licenses (or willingness to obtain): Series 7, 63, and 65/66; Life/Variable Insurance

Education

Combined minimum of 6 years of higher education and/or work experience

Job description

Financial Advisor – Parsippany, NJ

Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early‑career advisor to grow within the Northern New Jersey market—partnering with a top‑producing Senior Advisor while building your own book through a strong referral network.

What You’ll Do
  • 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
What You Bring
  • Banking, sales, or client‑facing experience (licensed preferred)
  • Strong relationship‑building skills and growth mindset
  • Licenses (or willingness to obtain): Series 7, 63, and 65/66; Life/Variable Insurance
  • Combined minimum of 6 years of higher education and/or work experience, including a minimum of 4 years of investment or insurance sales experience
  • FINRA Series 7, 63 and 65 or 66 licenses; Pertinent state Life/Variable Insurance (LAH) licenses
Compensation

Compensation for this role is based on commission; a draw will be advanced.

Benefits
  • Competitive medical and retirement benefits
  • 40 hours of paid volunteer time each year
Location

Parsippany, New Jersey, United States of America

Equal Employment Opportunity

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.

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