Elite Financial Advisor - Greenwich Growth & Strategy

M&T Bank Corporation; Greenwich (CT); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Commission-based compensation

Access to a broad suite of solutions

Forty hours of paid volunteer time each year

Competitive medical and retirement plans

Job summary

M&T Bank Corporation seeks a Senior Financial Advisor in Greenwich, CT, to lead, grow, and deepen an established book of business. The ideal candidate will have over 7 years in financial advising and proven success in managing client portfolios.

This role emphasizes client relationships, investment strategies, and collaborative efforts across teams, ensuring sophisticated solutions for clients. Competitive benefits, including commission-based compensation and medical plans, are available.

Qualifications

• 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.

Responsibilities

• Manage and grow a sizeable book of high-value client relationships.
• Deliver sophisticated investment and insurance strategies aligned to client goals.
• Collaborate across the bank to deepen client relationships.

Skills

Financial advising

Wealth management

Business development

Relationship management

Education

8 years of higher education and/or work experience

Minimum 6 years in investment or insurance sales

Tools

Series 7 License

Series 63 License

Series 65 License or Series 66 License

Life/Variable Insurance License

Job description

M&T Bank Corporation seeks a Senior Financial Advisor in Greenwich, CT, to lead, grow, and deepen an established book of business. The ideal candidate will have over 7 years in financial advising and proven success in managing client portfolios.

This role emphasizes client relationships, investment strategies, and collaborative efforts across teams, ensuring sophisticated solutions for clients. Competitive benefits, including commission-based compensation and medical plans, are available.