Greenwich Senior Wealth Advisor – Grow a High-Value Portfolio

Wilmington Trust; Greenwich (CT); On-site; USD 150,000 - 210,000; Full time

Job summary

Wilmington Advisors @ M&T in Greenwich, CT seeks an experienced Senior Financial Advisor to manage and expand a mature book of business in the Greenwich market. You will deliver sophisticated investment and insurance strategies while leveraging referrals across Retail, Business Banking, and Wealth teams.

The role requires a proven track record, a consultative client approach, and the ability to expand relationships through proactive guidance and collaboration across the bank.

Qualifications

• 7+ years of experience in financial advising, wealth management, or similar.
• Proven success managing and growing a large book of business.
• Strong consultative approach and ability to serve complex client needs.
• Established business development and relationship management skills.

Responsibilities

• Manage and grow a sizeable book of high-value client relationships
• Deliver sophisticated investment and insurance strategies aligned to client goals
• Drive new business through referrals, centers of influence, and internal partnerships across the Greenwich market
• Provide ongoing portfolio guidance, reviews, and proactive advice
• Collaborate across the bank to deepen client relationships and uncover opportunities

Skills

Client relationship mgmt

Licensing: Series 7/63/65/66

Life/Variable Insurance license

Education

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

Job description

Wilmington Advisors @ M&T in Greenwich, CT seeks an experienced Senior Financial Advisor to manage and expand a mature book of business in the Greenwich market. You will deliver sophisticated investment and insurance strategies while leveraging referrals across Retail, Business Banking, and Wealth teams.

The role requires a proven track record, a consultative client approach, and the ability to expand relationships through proactive guidance and collaboration across the bank.