Financial Advisor (Investment and Insurance)

Location: Boston, Massachusetts, United States

Salary: $72,200.00–$120,300.00 USD annually

Company

M&T Bank provides investment, advisory, insurance, retail banking, business banking, mortgage, and wealth management services.

What you will do

• Deliver advice-based investment and insurance solutions aligned with clients’ goals, objectives, and best interests.
• Build and deepen relationships with an established portfolio of mass affluent clients.
• Conduct portfolio reviews and needs-based financial conversations to identify opportunities and recommend tailored solutions.
• Develop new business through referrals, networking, community engagement, and internal partnerships.
• Collaborate with Retail, Business Banking, Mortgage, and Wealth colleagues to provide comprehensive client guidance.
• Grow assets under management, serve as a primary client contact, and maintain compliance with regulatory and risk management requirements.

Requirements

• Experience providing investment and/or insurance solutions in a client-facing advisory environment.
• Proven relationship-building, needs discovery, financial recommendation, business development, and networking skills.
• Ability to collaborate across teams while maintaining a client-first mindset.
• 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.
• Opportunity to grow a financial advisory practice within a relationship-driven organization.
• Collaborative environment focused on client success and long-term career growth.
• Access to a broad suite of investment, advisory, and insurance solutions.
• Culture focused on belonging, community involvement, and acting in clients’ best interests.