Financial Advisor - Portsmouth, NH

M&T Bank • Portsmouth, NH

1d

About The Position

M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Portsmouth, New Hampshire market and surrounding area. The role offers access to referrals from Retail, Business Banking, and Wealth partners, enabling the advisor to build client relationships and deliver advice-based solutions.

The Financial Advisor develops new clients and manages the full client lifecycle, from discovery through long-term relationship management. The role provides personalized investment and insurance solutions aligned with client goals, conducts portfolio reviews, and recommends strategies to grow and protect assets. Compensation is commission-based, with a draw advanced. Specific compensation depends on the successful candidate’s knowledge, skills, and experience.

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 employees of M&T Bank. LPL and its affiliates are separate entities and are 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; or, in lieu of a degree, 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 Portsmouth 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 to long-term relationship management.

Benefits

• Access to an 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