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M&T Bank
Senior Financial AdvisorM&T Bank • Cos Cob, CT, United States
Senior Financial Advisor

Senior Financial Advisor

M&T Bank • Cos Cob, CT, United States
30+ days ago
Job type
  • Full-time
Job description

Senior Financial Advisor

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.

What You'll Do:

  • 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

What You Bring:

  • 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

Education and Experience Required:

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

Licenses Required:

  • Series 7, 63, and 65 or 66
  • Life/Variable Insurance license

Why M&T:

  • Established book and referral network to accelerate impact
  • 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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Senior Financial Advisor • Cos Cob, CT, United States

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