Financial Advisor

M&T Bank; Village of West Haverstraw (NY); In loco; USD 60.000 - 100.000; Tempo pieno

Vantaggi offerti da questo lavoro

Referral network

Investment solutions

Collaborative environment

Long-term practice

Descrizione del lavoro

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, enabling you to focus on building relationships and delivering advice-based solutions.

You’ll develop a book through referrals, deliver tailored investment and insurance solutions, and work with branch, business banking, and wealth teams to generate opportunities.

Competenze

• 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.

Mansioni

• Build and grow a book of business through referrals and retail partnerships in the West Haverstraw market.
• 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.

Conoscenze

Investment sales

Insurance sales

Business development

Networking

Relationship management

Formazione

Bachelor's degree and 2+ years sales/financial services

Strumenti

Series 7/63/65/66

Descrizione del lavoro

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