Financial Advisor

Job description

Financial Advisor (Greater Bridgeport Market) -Bridgeport, CT & surrounding area Build your book with a strong referral network. M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Bridgeport market. This role offers access to a robust referral network across Retail, Business Banking, and Wealth partners—giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions. What You’ll Do • Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the Bridgeport 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 What You Bring • 4+ 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 Licenses Required • Series 7, 63, and 65 or 66 • Life/Variable Insurance license Why Join M&T • Established referral network to accelerate your 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 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 Fairfield, Connecticut, United States of America