Wealth Advisor: Build Your Book in Bridgeport

M&T Bank Corporation; Fairfield (CT); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Established referral network to accelerate growth

Access to a broad suite of investment solutions

Collaborative, relationship-driven environment

Job summary

M&T Bank Corporation is seeking a Financial Advisor for the Greater Bridgeport Market in Connecticut. This role provides an opportunity to build a robust book of business, leveraging established referral networks across Retail, Business Banking, and Wealth partnerships.

The ideal candidate will have at least 4 years of investment or insurance sales experience and a proven ability to grow client relationships. The position offers commission-based compensation, allowing you to focus on developing client-focused investment and insurance solutions.

Qualifications

• 4+ years of investment and/or insurance sales experience.
• Proven track record of growing client relationships and assets under management.
• Strong ability to work independently while leveraging internal partnerships.

Responsibilities

• Build and grow a book of business through referrals and new client development.
• Deliver personalized investment and insurance solutions aligned with client goals.
• Manage the full client lifecycle from discovery to long-term relationship management.

Skills

Investment and insurance sales experience

Business development and networking skills

Relationship management

Education

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

Tools

Series 7

Series 63

Series 65 or 66 Life/Variable Insurance license

Job description

M&T Bank Corporation is seeking a Financial Advisor for the Greater Bridgeport Market in Connecticut. This role provides an opportunity to build a robust book of business, leveraging established referral networks across Retail, Business Banking, and Wealth partnerships.

The ideal candidate will have at least 4 years of investment or insurance sales experience and a proven ability to grow client relationships. The position offers commission-based compensation, allowing you to focus on developing client-focused investment and insurance solutions.