Financial Advisor

M&T Bank • West Haverstraw, NY

3d

About The Position

M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the West Haverstraw market and surrounding area. The role offers access to a referral network across Retail, Business Banking, and Wealth partners. The Financial Advisor builds client relationships and provides advice-based investment and insurance solutions aligned with client goals. The position is commission-based, with a draw advanced.

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 from and not affiliates of M&T Bank.

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 sales, sales administration, financial services, and/or retail banking 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 a defined territory of retail branch partnerships across the West Haverstraw market.
• Deliver personalized investment and insurance solutions aligned with client goals.
• Partner with branch, business banking, and wealth teams to generate consistent opportunities.
• Conduct portfolio reviews and recommend tailored strategies to grow and protect assets.
• Manage the full client lifecycle, from discovery through long-term relationship management.

Benefits

• Established referral network to accelerate book growth.
• Access to a broad suite of investment and insurance solutions.
• Collaborative, relationship-driven environment.
• Opportunity to build a scalable, long-term practice.

What This Job Offers

• Job Type: Full-time