Affluent Market Financial Advisor

M&T Bank · Parsippany, NJ · Onsite

Level not statedFinance & accountingOver a month ago

About the role

Financial Advisor - Parsippany, NJ

Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early-career advisor to grow within the Northern New Jersey market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network.

What You’ll Do: • 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

What You Bring: • Banking, sales, or client-facing experience (licensed preferred)

  • Strong relationship-building skills and growth mindset

Licenses (or willing to obtain): • Series 7, 63, and 65/66

  • Life/Variable Insurance

Experience Required: • Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 4 years’ investment or insurance sales experience

  • FINRA Series 7, 63 and 65 or 66 licenses
  • Pertinent state Life/Variable Insurance (LAH) licenses

Why M&T: • Hands-on mentorship from a senior producer

  • Established referral network
  • Clear path to grow your own 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 Parsippany, New Jersey, United States of America

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