Financial Advisor

M&T Bank • West Haverstraw, NY

6d

About The Position

M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the West Haverstraw, New York market and surrounding area. The role provides access to referrals from Retail, Business Banking, and Wealth partners, along with a defined territory of retail branch partnerships. The advisor delivers advice-based investment and insurance solutions and develops long-term client relationships.

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 this name are M&T Bank employees. 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 knowledge, skills, and experience inform their specific compensation.

Requirements

• At least 2 years of investment and/or insurance sales experience.
• 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 in one or more of those fields.
• 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 in the defined West Haverstraw market territory.
• Deliver personalized investment and insurance solutions aligned with client goals.
• Partner with branch, business banking, and wealth teams to generate 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.

What This Job Offers

• Job Type: Full-time