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.

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

West Hartford, Connecticut, United States of America

About M&T Bank

M&T Bank

See all 576 open roles at M&T Bank