Financial Advisor

M&T Bank; New York (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Referral network

Partnership opportunities

Investment & Lending solutions

Manhattan market growth

Job summary

M&T Bank in New York City seeks an experienced Financial Advisor to grow a book of business by deepening client relationships and delivering sophisticated wealth management solutions. You will lead portfolio reviews and work across Wealth, Retail, and Banking teams to identify client needs and drive referrals.

The role requires a track record in building relationships, at least 6 years combined education/experience, and FINRA licenses (Series 7/63/65 or 66) plus Life/Variable Insurance.

Qualifications

• Combined minimum of 6 years’ higher education and/or work experience.
• FINRA Series 7, 63 and 65 or 66 licenses.
• Pertinent state Life/Variable Insurance (LAH) licenses.

Responsibilities

• Expand and cultivate client relationships through referrals, centers of influence, and strategic partnerships.
• Deliver customized investment, insurance, and wealth management solutions.
• Lead portfolio reviews and provide proactive financial guidance aligned with clients' goals.
• Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needs.
• Grow your practice within a highly collaborative and referral-rich environment.

Skills

Relationship-building

Sales experience

Client-facing

Education

6 years combined education/experience

Tools

Series 7

Series 63

Series 65/66

Life/Variable Insurance

Job description

Location

Gramercy East

Join Wilmington Advisors @M&T in the heart of Downtown Manhattan. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and wealth planning solutions to affluent and high-net-worth clients.

What You’ll Do:

• Expand and cultivate client relationships through referrals, centers of influence, and strategic partnerships
• Deliver customized investment, insurance, and wealth management solutions
• Lead portfolio reviews and provide proactive financial guidance aligned with clients' goals
• Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needs
• Grow your practice within a highly collaborative and referral-rich environment

What You Bring:

• Banking, sales, or client-facing experience (licensed preferred)
• Strong relationship-building skills and growth mindset

Licenses:

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

Why M&T:

• Established referral network and client acquisition opportunities
• Collaborative Wealth, Retail, and Business Banking partnerships
• Robust planning, investment, and lending solutions
• Opportunity to expand your practice in the Manhattan market

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

New York, New York, United States of America