Financial Advisor

M&T Bank; West Hartford (CT); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Referral network

Investment and insurance solutions

Collaborative environment

Long-term practice growth

Job summary

M&T Bank is seeking a Financial Advisor for the West Hartford market, focused on growing and managing a book of business with a strong referral network. You'll deliver investment and insurance solutions, partnering with branch, business banking, and wealth teams to create ongoing client opportunities.

The role emphasizes relationship-building, portfolio reviews, and end-to-end client lifecycle management in a collaborative, results-driven environment in West Hartford, CT.

Qualifications

• 2+ years of sales, sales administration, financial services, and/or retail banking 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 Hartford 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

Sales experience

Asset growth

Networking

Independence

Education

Bachelor's degree + 2 yrs exp

Job description

Financial Advisor (West Hartford Market)

West Hartford, CT & 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 Hartford 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 Hartford 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 sales, sales administration, financial services, and/or retail banking 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 Hartford, Connecticut, United States of America