Senior Financial Advisor

Job description

Senior Financial Advisor (Wyomissing Market) **Territory Locations- Lebanon, Womelsdorf, South Heidelberg, Shillington, Wyomissing PA** 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 Wyomissing 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 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 6 years’ higher education and/or work experience, including a minimum of 4 years’ investment or insurance sales 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 Wyomissing, Pennsylvania, United States of America