Financial Advisor

Location: West Hartford, Connecticut, United States of America; onsite position

Company

M&T Bank provides banking, investment, advisory, and insurance services through its retail, business banking, wealth, and Wilmington Advisors partnerships.

What you will do

• Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships.
• Deliver personalized investment and insurance solutions aligned with client goals.
• Partner with branch, business banking, and wealth teams to generate opportunities.
• Conduct portfolio reviews and recommend strategies to grow and protect client assets.
• Manage the full client lifecycle from discovery through long-term relationship management.

Requirements

• Bachelor’s degree and at least 2 years of sales, sales administration, financial services, and/or retail banking experience; alternatively, 6 combined years of higher education and/or work experience, including at least 2 years in the specified experience areas.
• Proven record of growing client relationships and assets under management.
• Strong business development and networking skills.
• Ability to work independently while leveraging internal partnerships.
• Series 7, 63, and 65 or 66 licenses.
• Life/Variable Insurance license.

Culture & Benefits

• Established referral network across Retail, Business Banking, and Wealth partners.
• Access to a broad suite of investment and insurance solutions.
• Collaborative, relationship-driven environment.
• Opportunity to build a scalable, long-term practice.
• Compensation is commission-based with an advanced draw; specific compensation depends on knowledge, skills, and experience.