Financial Advisor

M&T Bank Corporation; Town of Haverstraw (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

M&T Bank Corporation in West Haverstraw, NY is seeking a Financial Advisor to grow and manage a book of business in the West Haverstraw market, leveraging a strong referral network across Retail, Business Banking, and Wealth to deliver advice-based solutions.

You will build relationships, provide personalized investment and insurance strategies, and work with branch and wealth partners to generate opportunities.

Qualifications

• 2+ years of investment and/or insurance sales experience.
• Bachelor's degree required; or a combined minimum of 6 years of higher education and/or work experience with at least 2 years in sales/financial services/retail banking.
• Licenses: Series 7, 63, and 65 or 66; Life/Variable Insurance license.

Responsibilities

• Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships.
• Deliver personalized investment and insurance solutions aligned to client goals.
• Partner with branch, business banking, and wealth teams to generate 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.

Skills

Investment sales

Insurance sales

Business development

Networking

Client relationships

Education

Bachelor's degree

2+ years sales/financial services experience

Tools

Series 7

Series 63

Series 65 or 66

Life/Variable Insurance license

Job description

## Financial AdvisorApply: Onsite Position: West Haverstraw, NY: Full time: Posted Yesterday: R91617**Financial Advisor (West Haverstraw Market)** -West Haverstraw, NY & 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 West Haverstraw 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 West Haverstraw 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:*** 2+ 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:*** Bachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales, sales administration, financial services, and/or retail banking 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**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**West Haverstraw, New York, United States of America