Senior Financial Advisor

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

Senior Financial Advisor (Greenwich Market)

Greenwich, CT

Lead, grow, and deepen an established book of business with M&T Bank.

We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral‑driven ecosystem across Retail, Business Banking, and Wealth teams.

What You’ll Do

• 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

What You Bring

• 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

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 M&T

• Established book and referral network to accelerate impact
• Access to a broad suite of investment and planning solutions
• Collaborative, relationship‑driven culture
• Opportunity to scale and further deepen a high‑value 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

Cos Cob, Connecticut, United States of America