Financial Advisor

M&T Bank Corporation; United States; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Referral network

Broad investment/insurance solutions

Collaborative environment

Scalable, long-term practice

Job summary

M&T Bank Corporation is seeking a Financial Advisor for the West Haverstraw market in West Haverstraw, NY and surrounding area. The role focuses on growing a client book through a robust referral network, delivering advice-based financial solutions, and collaborating with branch and wealth teams to create ongoing opportunities.

The ideal candidate has 2+ years in investment and/or insurance sales, a proven track record of growing client assets, and strong business development skills.

Qualifications

• 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

Responsibilities

• 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

Skills

Client relationships

Business development

Networking

Independence

Education

Bachelor's degree + 2 years in sales/financial services/retail banking

Tools

Series 7/63/65/66

Life/Variable Insurance license

Job description

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