Financial Advisor
M&T Bank • Fairfield, CT144d • Hybrid
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Financial Advisor
M&T Bank•Fairfield, CT
•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.
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
- Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 4 years’ investment or insurance sales experience
- 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
- Established referral network to accelerate your book growth
- Access to a broad suite of investment and insurance solutions
- Collaborative, relationship-driven environment
- Opportunity to build a scalable, long-term practice
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
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