Wealth Advisor

Location: Boston, Massachusetts, United States of America

Salary: $72,200–$120,300 USD annually

Company

M&T Bank provides banking, investment, advisory, and insurance solutions to help clients build, preserve, and protect their wealth.

What you will do

• Deliver advice-based investment and insurance solutions aligned with client goals, objectives, and best interests.
• Manage and deepen relationships with an established portfolio of mass affluent clients.
• Conduct portfolio reviews and needs-based financial conversations to recommend customized solutions.
• Grow assets under management through referrals, networking, community engagement, and business development.
• Partner with Retail, Business Banking, Mortgage, and Wealth teams to provide comprehensive client guidance.
• Maintain regulatory compliance and uphold risk management standards.

Requirements

• Experience providing investment and/or insurance solutions in a client-facing advisory environment.
• Strong relationship management, networking, business development, and client-needs assessment skills.
• Ability to collaborate across teams while maintaining a client-first approach.
• FINRA Series 7, 63, and 65 or 66 licenses required.
• State Life/Variable Insurance License required.

Nice to have

• CFP®, CLU®, ChFC®, or related financial planning credentials.

Culture & Benefits

• Established referral network across Retail, Business Banking, Mortgage, and Wealth Management.
• Access to a broad suite of investment, advisory, and insurance solutions.
• Collaborative, relationship-driven environment focused on client success.
• Opportunity to grow a financial advisory practice and pursue long-term career development.
• Culture emphasizing belonging, community involvement, and doing what is right for clients.