Financial Advisor
M&T Bank•Hauppauge, NY
•$75,900 - $126,500•Onsite
About The Position
Join Wilmington Advisors @M&T in our Long Island market. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and wealth planning solutions to affluent and high-net-worth clients.
Requirements
- Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ sales experience
- FINRA Series 7, 63 and 65 or 66 licenses
- Pertinent state Life/Variable Insurance (LAH) licenses
Responsibilities
- Expand and cultivate client relationships through referrals, centers of influence, and strategic partnerships
- Deliver customized investment, insurance, and wealth management solutions
- Lead portfolio reviews and provide proactive financial guidance aligned with clients' goals
- Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needs
- Grow your practice within a highly collaborative and referral-rich environment
Benefits
- Established referral network and client acquisition opportunities
- Collaborative Wealth, Retail, and Business Banking partnerships
- Robust planning, investment, and lending solutions
- Opportunity to expand your practice in the Long Island market
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
