Wealth Advisor

M&T Bank; Boston (MA); On-site; USD 72,000 - 120,000; Full time

Job summary

M&T Bank is seeking a Financial Advisor for the Greater Boston market to deliver investment and insurance solutions, and to nurture relationships with mass affluent clients across the region. You will collaborate with Retail, Business Banking, Mortgage, and Wealth teams to provide comprehensive financial guidance and grow the client base.

You will conduct needs-based conversations, review portfolios, and maintain high service standards while ensuring regulatory compliance and a client-first

Qualifications

• Experience providing investment and/or insurance solutions in a client-facing advisory environment.
• Ability to build relationships, uncover client needs, and deliver personalized financial recommendations.
• Strong business development and networking skills.
• Collaborate across teams while maintaining a client-first mindset.
• FINRA Series 7, 63, and 65 or 66 licenses required.
• State Life/Variable Insurance License required.
• CFP®, CLU®, ChFC® or related credentials preferred.

Responsibilities

• Deliver advice-based investment and insurance solutions aligned to each client's goals and best interests.
• Build and deepen relationships with existing clients and grow the book through referrals and community engagement.
• Conduct portfolio reviews and needs-based conversations to identify opportunities and tailor solutions.
• Partner with Retail, Business Banking, Mortgage, and Wealth teams to provide a seamless client experience.
• Grow assets under management through effective relationship management and referrals.
• Serve as primary contact for clients, ensuring a high-quality experience throughout the relationship.
• Maintain compliance with regulatory requirements and risk management standards.

Skills

Investment guidance

Relationship management

Business development

Team collaboration

Client-focused

Education

FINRA Series 7/63/65/66 licenses

State Life/Variable Insurance License

CFP/CLU/ChFC preferred

Job description

Financial Advisor | Greater Boston Market

Build trusted relationships. Deliver personalized financial guidance. Make an impact in the communities you serve.

At M&T Bank, we believe meaningful relationships are the foundation of great financial outcomes. We are seeking a Financial Advisor to help clients across the Greater Boston market achieve their financial goals through advice-based investment and insurance solutions tailored to their unique needs.

In this role, you will serve as a trusted advisor to an established portfolio of mass affluent clients while also growing your book of business through referrals, networking, and strong internal partnerships. Working closely with Retail, Business Banking, Mortgage, and Wealth teams, you'll provide personalized recommendations designed to help clients build, preserve, and protect their wealth.

What You'll Do

• Deliver advice-based investment and insurance solutions aligned to each client's goals, objectives, and best interests.

• Build and deepen relationships with existing clients while developing new business opportunities through referrals and community engagement.

• Conduct portfolio reviews and needs-based financial conversations to identify opportunities and recommend customized solutions.

• Partner with Retail, Business Banking, Mortgage, and Wealth colleagues to provide a seamless client experience and comprehensive financial guidance.

• Grow assets under management through effective relationship management, business development, and referral generation.

• Serve as a primary point of contact for clients, ensuring a high-quality experience throughout the relationship lifecycle.

• Maintain compliance with regulatory requirements and uphold M&T's risk management standards.

What You Bring

• Experience providing investment and/or insurance solutions in a client-facing advisory environment.

• Proven ability to build relationships, uncover client needs, and deliver personalized financial recommendations.

• Strong business development, networking, and relationship management skills.

• Ability to collaborate across teams while maintaining a client-first mindset.

• FINRA Series 7, 63, and 65 or 66 licenses required.

• State Life/Variable Insurance License required.

• CFP®, CLU®, ChFC®, or related financial planning credentials preferred.

Why Join M&T

• Established referral network across Retail, Business Banking, Mortgage, and Wealth Management.

• Opportunity to grow your practice within a relationship-driven organization.

• Collaborative environment focused on client success and long-term career growth.

• Access to a broad suite of investment, advisory, and insurance solutions.

• A culture that values belonging, community involvement, and doing what's right for clients.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $72,200.00 - $120,300.00 (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Boston, Massachusetts, United States of America