Wealth Advisor: Affluent Markets (New Jersey)

M&T Bank Corporation; Parsippany-Troy Hills (NJ); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive medical and retirement benefits

40 hours of paid volunteer time each year

Job summary

M&T Bank Corporation is seeking a Financial Advisor in Parsippany, NJ, to launch your career in advisory. You'll partner with a top Senior Advisor and build your own client book through referrals.

The ideal candidate should have experience in banking or sales, strong relationship-building abilities, and a willingness to obtain necessary licenses such as Series 7 and 63. Competitive compensation based on commission is offered, alongside benefits including medical and retirement options.

Qualifications

• Minimum of 4 years of investment or insurance sales experience.
• LICENSING: Series 7, 63, and 65/66; Life/Variable Insurance.

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, sales, or client-facing experience

Strong relationship-building skills

Licenses (or willingness to obtain): Series 7, 63, and 65/66; Life/Variable Insurance

Education

Combined minimum of 6 years of higher education and/or work experience

Job description

M&T Bank Corporation is seeking a Financial Advisor in Parsippany, NJ, to launch your career in advisory. You'll partner with a top Senior Advisor and build your own client book through referrals.

The ideal candidate should have experience in banking or sales, strong relationship-building abilities, and a willingness to obtain necessary licenses such as Series 7 and 63. Competitive compensation based on commission is offered, alongside benefits including medical and retirement options.