Financial Advisor
M&T Bank · New York, NY · Onsite
About the role
Financial Advisor - Gramercy East Join Wilmington Advisors @M&T in the heart of Downtown Manhattan. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and wealth planning solutions to affluent and high-net-worth clients.
What You’ll Do: • Expand and cultivate client relationships through referrals, centers of influence, and strategic partnerships
- Deliver customized investment, insurance, and wealth management solutions
- Lead portfolio reviews and provide proactive financial guidance aligned with clients' goals
- Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needs
- Grow your practice within a highly collaborative and referral-rich environment
What You Bring: • Banking, sales, or client-facing experience (licensed preferred)
- Strong relationship-building skills and growth mindset
Licenses: • 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 2 years’ sales experience
- FINRA Series 7, 63 and 65 or 66 licenses
- Pertinent state Life/Variable Insurance (LAH) licenses
Why M&T: • Established referral network and client acquisition opportunities
- Collaborative Wealth, Retail, and Business Banking partnerships
- Robust planning, investment, and lending solutions
- Opportunity to expand your practice in the Manhattan market
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 New York, New York, United States of America