Affluent Market Financial Advisor

Location: Parsippany, New Jersey, United States

Company

M&T Bank provides banking, investment advisory, and insurance services through its affiliated advisor arrangements.

What you will do

• Build client relationships through referrals and partnerships with bank branches.
• Deliver investment and insurance solutions to affluent-market clients.
• Support portfolio reviews and client lifecycle management.
• Partner with Retail, Business Banking, and Wealth teams.
• Develop and grow an independent book of business within the Northern New Jersey market.

Requirements

• 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.
• Pertinent state Life/Variable Insurance licenses.
• Banking, sales, or client-facing experience; existing licenses are preferred.
• Strong relationship-building skills and a growth mindset.

Culture & Benefits

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