Senior Financial Advisor
M&T Bank•Cos Cob, CT
•Onsite
About The Position
Lead, grow, and deepen an established book of business with M&T Bank. We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
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
- Combined minimum of 8 years’ higher education and/or work experience, including a minimum of 6 years’ investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience
- Series 7, 63, and 65 or 66 Licenses
- 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 across the Greenwich market
- Provide ongoing portfolio guidance, reviews, and proactive advice
- Collaborate across the bank to deepen client relationships and uncover opportunities
Benefits
- Access to a broad suite of investment and planning solutions
- Collaborative, relationship-driven culture
- Opportunity to scale and further deepen a high-value practice
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
