Senior Financial Advisor (Greenwich Market)

Location: Cos Cob, Connecticut, United States of America; Greenwich market

Company

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

What you will do

• Manage and grow a sizeable book of high-value client relationships.
• Deliver investment and insurance strategies aligned with client goals.
• Drive new business through referrals, centers of influence, and internal partnerships across the Greenwich market.
• Provide ongoing portfolio reviews and proactive financial advice.
• Collaborate across Retail, Business Banking, and Wealth teams to deepen relationships and identify opportunities.

Requirements

• 7+ years of experience in financial advising, wealth management, or a similar field.
• Proven success managing and growing a large book of business.
• Strong consultative, business development, and relationship management skills.
• Bachelor's degree and at least 2 years of sales, sales administration, financial services, and/or retail banking experience, or an equivalent combination of education and experience.
• Series 7, 63, and 65 or 66 licenses.
• Life/Variable Insurance license.

Culture & Benefits

• Established book of business and referral network.
• Access to a broad suite of investment and planning solutions.
• Collaborative, relationship-driven working environment.
• Commission-based compensation with an advanced draw.