Financial Advisor

Wilmington Trust • Fairfield, CT

5d • Hybrid

About The Position

M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Bridgeport market. This role offers access to a robust referral network across Retail, Business Banking, and Wealth partners—giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions. The Financial Advisor will build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the Bridgeport market. They will deliver personalized investment and insurance solutions aligned to 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, and manage the full client lifecycle—from discovery to long-term relationship management.

Requirements

• 4+ years of investment and/or insurance sales experience
• Proven track record growing client relationships and assets under management
• Strong business development and networking skills
• Ability to work independently while leveraging internal partnerships
• Series 7, 63, and 65 or 66
• 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 Bridgeport market
• Deliver personalized investment and insurance solutions aligned to 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

• medical
• retirement
• forty hours of paid volunteer time each year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed