Senior Financial Advisor

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: 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 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