Financial Advisor - Portsmouth, NH

Location: Onsite in Portsmouth, New Hampshire, United States of America

Company

M&T Bank provides banking, investment, advisory, and insurance services; Wilmington Advisors @ M&T is a brand used by LPL representatives, who are employees of M&T Bank.

What you will do

• Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the Portsmouth market.
• Deliver personalized investment and insurance solutions aligned with 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 through long-term relationship management.

Requirements

• At least 2 years of investment and/or insurance sales experience, with a proven track record of growing client relationships and assets under management.
• Alternatively, a bachelor's degree and at least 2 years of sales, sales administration, financial services, and/or retail banking experience.
• In lieu of a degree, a combined minimum of 6 years of higher education and/or work experience, including at least 2 years of sales, sales administration, financial services, and/or retail banking experience.
• 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.