Senior Financial Advisor

Responsibilities

• 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
• 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:
• 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

Additional Information

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.

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