Junior Financial Advisor: Build Your Client Book

M&T Bank; Long Neck (DE); On-site; USD 60,000 - 100,000; Full time

Job summary

M&T Bank seeks a licensed banker or early-career advisor in Long Neck, DE to grow within the Western Sussex County market, partnering with a senior advisor while building your own book through a strong referral network. You will build client relationships, deliver investment and insurance solutions, and collaborate with Retail, Business Banking, and Wealth teams to support client lifecycle management.

Licenses required include Series 7, 63 and 65/66 and Life/Variable Insurance; a bachelor’s

Qualifications

• 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

Responsibilities

• Build client relationships through referrals and branch partnerships
• Deliver investment and insurance solutions
• Support portfolio reviews and client lifecycle management
• Partner across Retail, Business Banking, and Wealth teams

Skills

Banking experience

Sales experience

Client-facing

Education

Bachelor's degree

Job description

M&T Bank seeks a licensed banker or early-career advisor in Long Neck, DE to grow within the Western Sussex County market, partnering with a senior advisor while building your own book through a strong referral network. You will build client relationships, deliver investment and insurance solutions, and collaborate with Retail, Business Banking, and Wealth teams to support client lifecycle management.

Licenses required include Series 7, 63 and 65/66 and Life/Variable Insurance; a bachelor’s