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:

- 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

​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

R86844