Boston Wealth Advisor: Grow & Guide Clients

M&T Bank; Boston (MA); On-site; USD 72,000 - 120,000; Full time

Job summary

M&T Bank is seeking a Financial Advisor for the Greater Boston market to deliver investment and insurance solutions, and to nurture relationships with mass affluent clients across the region. You will collaborate with Retail, Business Banking, Mortgage, and Wealth teams to provide comprehensive financial guidance and grow the client base.

You will conduct needs-based conversations, review portfolios, and maintain high service standards while ensuring regulatory compliance and a client-first

Qualifications

• Experience providing investment and/or insurance solutions in a client-facing advisory environment.
• Ability to build relationships, uncover client needs, and deliver personalized financial recommendations.
• Strong business development and networking skills.
• 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 credentials preferred.

Responsibilities

• Deliver advice-based investment and insurance solutions aligned to each client's goals and best interests.
• Build and deepen relationships with existing clients and grow the book through referrals and community engagement.
• Conduct portfolio reviews and needs-based conversations to identify opportunities and tailor solutions.
• Partner with Retail, Business Banking, Mortgage, and Wealth teams to provide a seamless client experience.
• Grow assets under management through effective relationship management and referrals.
• Serve as primary contact for clients, ensuring a high-quality experience throughout the relationship.
• Maintain compliance with regulatory requirements and risk management standards.

Skills

Investment guidance

Relationship management

Business development

Team collaboration

Client-focused

Education

FINRA Series 7/63/65/66 licenses

State Life/Variable Insurance License

CFP/CLU/ChFC preferred

Job description

M&T Bank is seeking a Financial Advisor for the Greater Boston market to deliver investment and insurance solutions, and to nurture relationships with mass affluent clients across the region. You will collaborate with Retail, Business Banking, Mortgage, and Wealth teams to provide comprehensive financial guidance and grow the client base.

You will conduct needs-based conversations, review portfolios, and maintain high service standards while ensuring regulatory compliance and a client-first