M&T Bank

Financial Advisor

Fairfield, CT

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hirly's read of this role

Seniority: Mid level
Country: US
Work mode: On-site / unstated
First seen by hirly: 27 Sept 2026

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the posting

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

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 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

Original posting on M&T Bank's site ↗

Listed on hirly, a job board. hirly is not the employer: M&T Bank is hiring for this role.