Senior Financial Advisor

001 manufacturers traders trust

📍 cos cob connecticut united states🕐 1mo ago🔗 workday

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:** * 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** ============ Cos Cob, Connecticut, United States of America
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