Financial Advisor

001 Manufacturers and Traders Trust Co; Wilmington (DE); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Paid volunteer time

Job summary

M&T Bank Corporation is seeking a motivated Financial Advisor to join our Delaware market as a Junior Partner. You will support an established advisor and serve clients across Limestone, Newport, and Elsmere branches, with growth toward owning your own client book.

You will work closely with Retail, Wealth, and other teams to identify opportunities, conduct discovery conversations, and tailor investment and insurance solutions.

Qualifications

• Bachelor's degree and a minimum of 2 years in financial services, investments, or banking sales.
• FINRA licenses (7/63/65 or 66) are required or must be obtained.
• Life and Variable Insurance licensing or ability to obtain per state requirements.

Responsibilities

• Partner with an experienced Financial Advisor to deepen client relationships.
• Develop relationships across the Limestone, Newport, and Elsmere branches.
• Collaborate with Retail, Wealth, and Business Banking to identify opportunities.
• Conduct client discovery to understand goals and priorities.
• Recommend personalized investment and insurance solutions.
• Support portfolio reviews, client follow-ups, and ongoing relationship management.
• Develop new client relationships through referrals and networking.

Skills

Relationship building

Communication

Entrepreneurial mindset

Team collaboration

Education

Bachelor's degree

Tools

FINRA Licenses (7/63/65/66)

Life/Variable Insurance licensing

Job description

Financial Advisor | Junior Partner Wilmington / New Castle County, Delaware Branch coverage: Limestone, Newport & Esmere

Build your career. Learn from an experienced advisor. Grow your own practice. M&T Bank is looking for a motivated, fully licensed Financial Advisor to join our Delaware market as a Junior Partner, supporting an established Financial Advisor and serving clients across our Limestone, Newport, and Elsmere branch network. This is an ideal opportunity for an early-career advisor who has completed an advisor development or training program and is ready for the next step. You’ll have the opportunity to work alongside an experienced advisor, deepen relationships with an established client base, develop new business through M&T’s branch network, and build the skills and experience needed to grow your own advisory practice.

What You’ll Do

Partner with an experienced Financial Advisor to support and deepen relationships within an established book of business.

Build relationships with clients across the Limestone, Newport, and Elsmere branch network.

Partner closely with Retail, Business Banking, Wealth, and other M&T colleagues to identify investment and financial planning opportunities.

Conduct client discovery conversations to understand financial goals, needs, and priorities.

Recommend personalized investment and insurance solutions aligned with client objectives.

Support portfolio reviews, client follow-up, and ongoing relationship management.

Develop new client relationships through referrals, networking, and proactive business development.

Continue building your advisory expertise while developing toward greater ownership of client relationships and your own book of business.

What You Bring

Early-career experience in financial services, investments, insurance, banking, or financial planning.

Series 7, 63, and 65 or 66 licenses.

Life and Variable Insurance licensing, or ability to meet applicable licensing requirements.

A strong interest in building a long-term career as a Financial Advisor.

Excellent relationship-building, communication, and client service skills.

A proactive, entrepreneurial approach to developing new business.

Ability to work collaboratively with an experienced advisor and branch partners while continuing to develop independently.

Why This Opportunity

• Established partnership: Learn alongside an experienced Financial Advisor rather than starting your practice entirely on your own.
• Built-in referral network: Develop relationships across three M&T Bank branches in the Wilmington/New Castle County market.
• Growth opportunity: Gain hands-on experience managing client relationships while developing toward greater responsibility and ownership.
• Broad partnership: Work with colleagues across Retail, Business Banking, Wealth, and other areas of M&T.
• Career development: Build the foundation for a long-term advisory career within M&T’s wealth and investment platform.

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

FINRA Series 7, 63 and 65 or 66 licenses

Pertinent state Life/Variable Insurance (LAH) licenses

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

Wilmington, Delaware, 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.