Senior Financial Advisor

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