Affluent Market Financial Advisor

Location: Parsippany, New Jersey, United States

Company

M&T Bank provides banking, wealth management, securities, advisory, and insurance services, with Wilmington Advisors @ M&T used by LPL representatives.

What you will do

• Build client relationships through referrals and partnerships with local branches.
• Develop an individual advisory book within the Northern New Jersey market.
• Deliver investment and insurance solutions to clients.
• Support portfolio reviews and client lifecycle management.
• Partner with Retail, Business Banking, and Wealth teams.

Requirements

• Banking, sales, investment, insurance, or other client-facing experience.
• At least 6 years of combined higher education and/or work experience, including at least 4 years of investment or insurance sales experience.
• FINRA Series 7, 63, and 65 or 66 licenses are required.
• Pertinent state Life/Variable Insurance licenses are required.
• Strong relationship-building skills and a growth mindset.

Nice to have

• Existing banking or financial advisory licensing.
• Willingness to obtain the required securities and insurance licenses.

Culture & Benefits

• Hands-on mentorship from a top-producing Senior Advisor.
• Access to an established referral network.
• Clear progression toward building and managing an independent advisory practice.
• Commission-based compensation with an advance draw.