Senior Financial Advisor (Finance)

Location: Cos Cob, Connecticut, United States

Company

M&T Bank provides banking, wealth management, investment, advisory, and insurance services through its Wilmington Advisors @ M&T brand.

What you will do

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

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 relevant sales, financial services, or retail banking experience, or the stated equivalent combination of education and work 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 work environment.
• Commission-based compensation with an advance draw.
• Opportunity to scale and deepen a high-value advisory practice.