Financial Advisor

M&T Bank Corporation; Village of Nyack (NY); On-site; USD 76,000 - 127,000; Full time

Job summary

Join Wilmington Advisors @ M&T serving the Hudson Valley as a Financial Advisor in Nyack, NY. You will cultivate client relationships, grow a book of business, and deliver personalized wealth management solutions to affluent individuals, families, and business owners in the region.

Expect collaboration across Retail, Business Banking, Commercial Banking, and Wealth teams to identify client needs and expand the practice in a supportive, referral-rich environment.

Qualifications

• Minimum 6 years combined education and/or work experience, including at least 2 years in sales.
• Must hold FINRA Series 7, 63 and 65 or 66 licenses.
• Must hold state Life/Variable Insurance (LAH) licenses.

Responsibilities

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

Skills

Sales experience

Relationship building

Asset management

Financial planning

Team collaboration

Education

Combined education/work experience

Tools

FINRA licenses (7/63/65/66)

Life/Variable Insurance licenses (LAH)

Job description

Financial Advisor - Nyack, NY

Join Wilmington Advisors @M&T serving the Hudson Valley market. We're seeking an experienced Financial Advisor with a strong track record of building trusted client relationships, growing a book of business, and delivering personalized wealth management solutions to affluent individuals, families, and business owners throughout the region.

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

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 strong client acquisition opportunities
• Deeply rooted community presence throughout the Hudson Valley market
• Collaborative partnerships across Retail, Business Banking, and Wealth Management
• Comprehensive investment, planning, trust, and lending capabilities to support client needs
• Opportunity to expand an existing book of business while benefiting from the resources and stability of a leading regional bank

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. The pay range for this position is $75,900.00 - $126,500.00 (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Nyack, New York, United States of America

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities - combining the capabilities of a large bank with the care of a locally focused institution. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more.

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 has policies and procedures in place to promote a drug free workplace.