Financial Advisor

Wilmington Trust; Fairfield (CT); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Established referral network

Access to investment and insurance solutions

Collaborative environment

Job summary

Wilmington Trust is seeking a Financial Advisor to build and manage a book of business in the Bridgeport market. This role requires 4+ years of investment and insurance sales experience and offers access to a robust referral network.

The advisor will deliver personalized solutions aligned to client goals, conduct portfolio reviews, and manage client relationships. This opportunity provides a collaborative environment to grow a scalable practice with a focus on strong business development.

Qualifications

• 4+ years of investment and/or insurance sales experience.
• Proven track record growing client relationships and assets under management.
• Strong business development and networking skills.

Responsibilities

• Build and grow a book of business through referrals and new client development.
• Deliver personalized investment and insurance solutions.
• Conduct portfolio reviews and recommend tailored strategies.
• Manage the full client lifecycle from discovery to long-term relationship management.

Skills

Investment and insurance sales experience

Client relationship management

Business development

Networking skills

Independent work

Job description

Financial Advisor (Greater Bridgeport Market)

Bridgeport, CT & surrounding area

Build your book with a strong referral network. M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Bridgeport market. This role offers access to a robust referral network across Retail, Business Banking, and Wealth partners—giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions.

What You’ll Do

• Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the Bridgeport market
• Deliver personalized investment and insurance solutions aligned to client goals
• Partner with branch, business banking, and wealth teams to generate consistent opportunities
• Conduct portfolio reviews and recommend tailored strategies to grow and protect assets
• Manage the full client lifecycle—from discovery to long-term relationship management

What You Bring

• 4+ years of investment and/or insurance sales experience
• Proven track record growing client relationships and assets under management
• Strong business development and networking skills
• Ability to work independently while leveraging internal partnerships

Licenses Required

• Series 7, 63, and 65 or 66
• Life/Variable Insurance license

Why Join M&T

• Established referral network to accelerate your book growth
• Access to a broad suite of investment and insurance solutions
• Collaborative, relationship-driven environment
• Opportunity to build a scalable, long-term 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

Fairfield, Connecticut, United States of America