Financial Advisor

M&T Bank Corporation; Fairfield (CT); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Established referral network to accelerate growth

Access to a broad suite of investment solutions

Collaborative, relationship-driven environment

Job summary

M&T Bank Corporation is seeking a Financial Advisor for the Greater Bridgeport Market in Connecticut. This role provides an opportunity to build a robust book of business, leveraging established referral networks across Retail, Business Banking, and Wealth partnerships.

The ideal candidate will have at least 4 years of investment or insurance sales experience and a proven ability to grow client relationships. The position offers commission-based compensation, allowing you to focus on developing client-focused investment and insurance solutions.

Qualifications

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

Responsibilities

• Build and grow a book of business through referrals and new client development.
• Deliver personalized investment and insurance solutions aligned with client goals.
• Manage the full client lifecycle from discovery to long-term relationship management.

Skills

Investment and insurance sales experience

Business development and networking skills

Relationship management

Education

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

Tools

Series 7

Series 63

Series 65 or 66 Life/Variable Insurance license

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

Education and Experience Required:

Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 4 years’ investment or insurance sales experience.

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

Compensation:

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

Equal Employment Opportunity Statement:

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. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.