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M&T Bank
Financial AdvisorM&T Bank • Fairfield, CT, United States
Financial Advisor

Financial Advisor

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

Financial Advisor (Greater Bridgeport Market)

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 partnersgiving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions.

What You'll Do:

  • 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 lifecyclefrom discovery to long-term relationship management

What You Bring:

  • 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

Education and Experience Required:

  • Combined minimum of 6 years' higher education and/or work experience, including a minimum of 4 years' investment or insurance sales experience

Licenses Required:

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

Why Join M&T:

  • 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

About Wilmington Advisors @ M&T: Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location: Fairfield, Connecticut, United States of America

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Financial Advisor • Fairfield, CT, United States

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