Affluent Market Financial Advisor (Draw salary plus commission)
Wilmington Trust•Wyomissing, PA
•Onsite
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.
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
- medical
- retirement
- forty hours of paid volunteer time each year
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
