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About the Role
M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the West Haverstraw market. This role offers access to a robust referral network across Retail, Business Banking, and Wealth partners, allowing you to focus on building relationships and delivering advice-based solutions.
Responsibilities
- Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the West Haverstraw market
- Deliver personalized investment and insurance solutions aligned to client goals
- Partner with branch, business banking, and wealth teams to generate consistent opportunities
- Conduct portfolio reviews and recommend tailored strategies to grow and protect assets
- Manage the full client lifecycle, from discovery to long-term relationship management
Requirements
- 2+ years of investment and/or insurance sales experience
- Proven track record growing client relationships and assets under management
- Strong business development and networking skills
- Ability to work independently while leveraging internal partnerships
- 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
- Series 7, 63, and 65 or 66 licenses
- Life/Variable Insurance license
Skills
- Business development
- Networking
- Client relationship management
- Investment solutions
- Insurance solutions
Location
- West Haverstraw, New York, United States of America
Work Type
- Full-time
Experience Level
- 2+ years
Education Level
- Bachelor's degree
Salary/Compensations
- Commission-based compensation with an advanced draw
Benefits
- Established referral network to accelerate book growth
- Access to a broad suite of investment and insurance solutions
- Collaborative, relationship-driven environment
- Opportunity to build a scalable, long-term practice
About the Company
- 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.