Financial Advisor - Portsmouth, NH
About The Position
M&T Bank is hiring a Financial Advisor to build and manage a book of business in the Portsmouth, New Hampshire market and surrounding area. The position offers access to referrals from Retail, Business Banking, and Wealth partners. The advisor delivers personalized investment and insurance solutions, develops client relationships, and manages clients from initial discovery through long-term relationship management. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services; it is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are separate entities and are not affiliates of M&T Bank. Compensation is commission-based, with a draw advanced. The successful candidate’s specific compensation will reflect their combination of knowledge, skills, and experience.
Requirements
- At least 2 years of investment and/or insurance sales experience.
- A proven track record of growing client relationships and assets under management.
- Strong business development and networking skills.
- Ability to work independently while leveraging internal partnerships.
- Bachelor’s degree and at least 2 years of sales, sales administration, financial services, and/or retail banking experience; alternatively, a combined minimum of 6 years of higher education and/or work experience, including at least 2 years of relevant experience.
- Series 7, 63, and 65 or 66 licenses.
- Life/Variable Insurance license.
Responsibilities
- Build and grow a book of business through referrals, new client development, and retail branch partnerships across the Portsmouth market.
- Deliver personalized investment and insurance solutions aligned with client goals.
- Partner with branch, business banking, and wealth teams to generate consistent business opportunities.
- Conduct portfolio reviews and recommend tailored strategies to grow and protect client assets.
- Manage the full client lifecycle, from discovery through long-term relationship management.
Benefits
- Access to an established referral network to support book growth.
- Access to a broad suite of investment and insurance solutions.
- Collaborative, relationship-driven work environment.
- Opportunity to build a scalable, long-term practice.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
