M&T Bank Corporation

Senior Financial Advisor

M&T Bank Corporation$90K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in financial advising, wealth management, or a similar field.
  • Proven success managing and growing a large book of business.
  • Strong consultative skills to meet complex client needs.
  • Established business development and relationship management abilities.
  • Combined minimum of 8 years of higher education and/or work experience, with at least 6 years in investment or insurance sales.

Responsibilities

  • Manage and grow a sizeable book of high-value client relationships.
  • Deliver sophisticated investment and insurance strategies aligned with client goals.
  • Drive new business through referrals and partnerships in the Greenwich market.
  • Provide ongoing portfolio guidance, reviews, and proactive advice.
  • Collaborate with internal teams to deepen client relationships and uncover new opportunities.

Benefits

  • Supportive referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
  • Opportunity to work in a mature market with an established book of business.
  • Ability to leverage collaboration across various bank teams to enhance client offerings.
Full Job Description
Senior Financial Advisor (Greenwich Market)
- Greenwich, CT

Lead, grow, and deepen an established book of business with M&T Bank.
We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.

What You'll Do:
  • Manage and grow a sizeable book of high-value client relationships
  • Deliver sophisticated investment and insurance strategies aligned to client goals
  • Drive new business through referrals, centers of influence, and internal partnerships across the Greenwich market
  • Provide ongoing portfolio guidance, reviews, and proactive advice
  • Collaborate across the bank to deepen client relationships and uncover opportunities


What You Bring:
  • 7+ years of experience in financial advising, wealth management, or similar
  • Proven success managing and growing a large book of business
  • Strong consultative approach and ability to serve complex client needs
  • Established business development and relationship management skills


Education and Experience Required:

Combined minimum of 8 years' higher education and/or work experience, including a minimum of 6 years' investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience

Licenses Required:
  • Series 7, 63, and 65 or 66
  • Life/Variable Insurance license


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
Cos Cob, Connecticut, United States of America

About M&T Bank Corporation

M&T Bank is a financial holding company headquartered in Buffalo, New York. M&T's principal banking subsidiary, M&T Bank, operates banking offices in New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia, and the District of Columbia. Trust-related services are provided by M&T's Wilmington Trust-affiliated companies and by M&T Bank. M&T Bank traces its origins to the founding of Manufacturers and Traders Bank in Buffalo, New York. As a result of mergers, acquisitions, and name changes, M&T Bank Corporation's principal bank is now known as Manufacturers and Traders Trust Company or M&T Bank. M&T Bank reorganized under a bank holding company in 1969 called First Empire State Corporation. The name was changed in 1998 to M&T Bank Corporation, whose common stock is listed on the New York Stock Exchange and trades under the symbol "MTB."

M&T Bank Corporation Careers

Join the vibrant team at M&T Bank Corporation, a leading financial institution where innovation meets tradition, offering a plethora of job opportunities across various sectors. As one of the most respected banks in the nation, M&T Bank Corporation is the perfect place to jumpstart or advance your career in the financial services industry.

Work You’ll Do

At M&T Bank Corporation, you will be part of a culture that cherishes diversity, leadership, and professional growth. Engage in work that makes a real difference in the community while fostering your career development through comprehensive training programs and diverse learning opportunities.

Innovate and Lead

Embrace the chance to work on projects that integrate cutting-edge financial technologies with robust, traditional banking practices. M&T Bank Corporation is at the forefront of the financial industry, offering innovative solutions that redefine banking standards. Our leadership in the market is driven by a commitment to excellence and continuous improvement.

Career Growth and Opportunities

Whether you are looking for an entry-level position or a more senior role, M&T Bank Corporation provides a dynamic pathway for career advancement. With a variety of job opportunities ranging from internships to full-time positions, you can find the perfect match for your skills and ambitions. Our team is dedicated to helping you navigate your career path with tailored development plans and leadership training.

Join Our Team

Explore job opportunities and join a team that values hard work, creativity, and strategic thinking. M&T Bank Corporation is hiring professionals who are passionate about finance and eager to contribute to a team-oriented environment. Enhance your skills through hands-on experience and ongoing professional development.

Networking and Professional Development

At M&T Bank Corporation, networking and professional development are part of our DNA. Connect with industry leaders, participate in high-impact networking events, and take advantage of our mentorship programs. Our employees benefit from a supportive network that boosts their career trajectories and fosters meaningful professional relationships.

Benefits and Culture

Enjoy a comprehensive benefits package that supports both your professional and personal life. M&T Bank Corporation offers competitive salaries, health benefits, and retirement plans designed to ensure the well-being of our team members and their families. Experience a supportive and inclusive culture where every employee is valued and given the opportunity to thrive.

How to Apply

Ready to take the next step in your career? Visit the M&T Bank Corporation Careers page to browse current openings, submit your resume, and prepare for your interview. We are excited to see how your skills and ideas can contribute to our continued growth and success.

Stay Connected

Keep up to date with the latest from M&T Bank Corporation by following our careers blog. Gain insights from our experts and stay informed about new job openings and upcoming networking events. Join M&T Bank Corporation today and be part of a team that is dedicated to growth, innovation, and leadership in the banking industry. Your future starts here!
Learn more about M&T Bank Corporation
Size
17,115 employees
Market Cap
$25.2 billion
Industry
Net Income
$1.3 billion
Founded
1868
5 Year Trend
+0.2%
NASDAQ

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