Affluent Market Financial Advisor

Wilmington Trust; Parsippany-Troy Hills (NJ); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Hands-on mentorship from a senior producer

Established referral network

Clear path to grow your own practice

Job summary

Wilmington Trust is seeking a Financial Advisor in Parsippany, New Jersey. This role involves building client relationships and delivering tailored investment and insurance solutions by partnering with a Senior Advisor. Candidates should have solid client-facing experience and a knack for relationship building.

The compensation structure is based on commission and will vary based on individual skills and experience, offering opportunities for career growth within the M&T Bank network.

Qualifications

• Minimum of 4 years’ investment or insurance sales experience.
• Pertinent state Life/Variable Insurance (LAH) licenses required.

Responsibilities

• Build client relationships through referrals and partnerships.
• Deliver investment and insurance solutions.
• Support portfolio reviews and client lifecycle management.

Skills

Banking, sales, or client-facing experience

Strong relationship-building skills

Growth mindset

Education

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

Tools

Series 7 license

Series 63 license

Series 65/66 license

Job description

Financial Advisor

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 Willing To Obtain)

• 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 4 years’ investment or insurance sales experience
• FINRA Series 7, 63 and 65 or 66 licenses
• Pertinent state Life/Variable Insurance (LAH) licenses

Why M&T

• Hands‑on mentorship from a senior producer
• Established referral network
• Clear path to grow your own 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.

Location

Parsippany, New Jersey, United States of America