Senior Financial Advisor
001 manufacturers traders trust
📍 cos cob connecticut united states🕐 1mo ago🔗 workday
Job Description
**Senior Financial Advisor (Greenwich Market)**
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\- Greenwich, CT
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**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:**
* Bachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience
**Licenses Required:**
* Series 7, 63, and 65 or 66
* Life/Variable Insurance license
**Why M&T:**
* Established book and referral network to accelerate impact
* Access to a broad suite of investment and planning solutions
* Collaborative, relationship-driven culture
* Opportunity to scale and further deepen a high-value 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**
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Cos Cob, Connecticut, United States of America