Senior Financial Advisor

M&T Bank Corporation; Greenwich (CT); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Commission-based compensation

Access to a broad suite of solutions

Forty hours of paid volunteer time each year

Competitive medical and retirement plans

Job summary

M&T Bank Corporation seeks a Senior Financial Advisor in Greenwich, CT, to lead, grow, and deepen an established book of business. The ideal candidate will have over 7 years in financial advising and proven success in managing client portfolios.

This role emphasizes client relationships, investment strategies, and collaborative efforts across teams, ensuring sophisticated solutions for clients. Competitive benefits, including commission-based compensation and medical plans, are available.

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.

Responsibilities

• Manage and grow a sizeable book of high-value client relationships.
• Deliver sophisticated investment and insurance strategies aligned to client goals.
• Collaborate across the bank to deepen client relationships.

Skills

Financial advising

Wealth management

Business development

Relationship management

Education

8 years of higher education and/or work experience

Minimum 6 years in investment or insurance sales

Tools

Series 7 License

Series 63 License

Series 65 License or Series 66 License

Life/Variable Insurance License

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.

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

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

Education and Experience Required

Combined minimum of 8 years of higher education and/or work experience, including a minimum of 6 years of investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience.

Licenses Required

Series7,63, and65 or66 Life/Variable Insurance license.

Benefits

• Commission‑based compensation with an advanced draw
• Access to a broad suite of investment and planning solutions
• Collaborative, relationship‑driven culture
• Opportunity to scale and further deepen high‑value practice
• Competitive benefits including medical and retirement plans, and forty hours of paid volunteer time each year

Equal Employment Opportunity

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.