Financial Advisor
M&T Bank
Pay not stated in the posting
West Hartford, CT · Onsite
Found 6 hours ago · Confirmed live 6 hours ago
Skills this job asks for
- Financial Services
- Sales Administration
- Business Development
- Insurance
Certifications
- Series 7
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At a glance
- Type
- Full-time
- Level
- Mid level
- Experience
- 2+ years
- Work model
- Onsite
- Schedule
- Not stated
- Education
- Bachelor's degree
- Benefits
- Not stated
- Certifications
- Series 7, 63, and 65 or 66, Life/Variable Insurance license
- Team
- Sales
Description
Financial Advisor (West Hartford Market) -West Hartford, CT & surrounding area
Build your book with a strong referral network. M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the West Hartford 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.
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 West Hartford 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
What You Bring:
- 2+ years of sales, sales administration, financial services, and/or retail banking 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:
- Bachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales, sales administration, financial services, and/or retail banking 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.
Location
West Hartford, Connecticut, United States of AmericaAbout M&T Bank
M&T Bank