Financial Advisor

001 Manufacturers and Traders Trust Co; West Hartford (CT); In loco; USD 70.000 - 120.000; Tempo pieno

Descrizione del lavoro

M&T Bank Corporation is seeking a Financial Advisor to grow and manage a book of business in the West Hartford market. The role involves cultivating new clients, delivering investment and insurance solutions, and partnering with branch teams to create opportunities.

Qualified candidates have 2+ years in sales/financial services and possess required licenses; a Bachelor’s degree is preferred. This is a full-time on-site position with a strong emphasis on client relations and long-term practice

Competenze

• Bachelor's degree with 2+ years in sales/financial services/retail banking.
• Or 6+ years higher education/work experience including 2+ years in sales/financial services/retail banking.

Mansioni

• Build and grow a book of business through referrals and new client development in West Hartford.
• Deliver personalized investment and insurance solutions aligned to client goals.
• Partner with branch, business banking, and wealth teams to create opportunities.
• Conduct portfolio reviews and recommend tailored growth strategies.
• Manage the full client lifecycle from discovery to long-term relationship.

Conoscenze

Sales experience

Client relationship growth

Business development

Independent work

Formazione

Bachelor's degree

6+ years combined education/work including 2+ years sales/financial services/retail banking

Strumenti

Series 7, 63, 65/66 license

Descrizione del lavoro

Financial Advisor (West Hartford Market)

-West Hartford, CT & surrounding area

M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the West Hartford market.

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

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