Financial Advisor

M&T Bank • West Hartford, CT

9d

About The Position

M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the West Hartford, Connecticut market and surrounding area. The role offers access to referrals from Retail, Business Banking, and Wealth partners, along with retail branch partnerships across a defined territory. The Financial Advisor delivers advice-based investment and insurance solutions and builds lasting 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 the Wilmington Advisors @ M&T 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 compensation will reflect their knowledge, skills, and experience.

Requirements

• At least 2 years of sales, sales administration, financial services, and/or retail banking 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.
• A bachelor’s degree, 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 retail branch partnerships across the West Hartford 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

• 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