Affluent Market Financial Advisor (Draw salary plus commission)
About The Position
We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Wyomissing market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams. This role involves leading, growing, and deepening an established book of business with M&T Bank. You will manage and grow a sizeable book of high-value client relationships, deliver sophisticated investment and insurance strategies aligned to client goals, and drive new business through referrals, centers of influence, and internal partnerships. You will also provide ongoing portfolio guidance, reviews, and proactive advice, and collaborate across the bank to deepen client relationships and uncover opportunities.
Requirements
- 7+ years of experience in financial advising, wealth management, or similar
- Proven success managing and growing a large book of business
- Strong consultative approach and ability to serve complex client needs
- Established business development and relationship management skills
- Licenses Required: Series 7, 63, and 65 or 66
- Life/Variable Insurance license
Responsibilities
- Manage and grow a sizeable book of high-value client relationships
- Deliver sophisticated investment and insurance strategies aligned to client goals
- Drive new business through referrals, centers of influence, and internal partnerships
- Provide ongoing portfolio guidance, reviews, and proactive advice
- Collaborate across the bank to deepen client relationships and uncover opportunities
Benefits
- Draw salary plus commission
- Access to a broad suite of investment and planning solutions
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
