About the role

Senior Financial Advisor (Greenwich Market)

- Greenwich, CT

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

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

Cos Cob, Connecticut, United States of America

Aplyr's read

M&T Bank is a regional financial institution with a strong community focus, attracting professionals in commercial banking and financial services.
Synthesized from recent postings & public sources

What's promising

•M&T Bank has a strong regional presence in the Northeastern U.S.
•The bank offers diverse career opportunities in commercial and retail banking.
•M&T Bank is known for its community-oriented approach and local involvement.

What to watch

•M&T Bank faces competition from larger national banks.
•Limited public information about its technological innovation initiatives.
•The bank's regional focus may limit geographic career mobility.

Why M&T Bank

•M&T Bank emphasizes a community-focused banking model.
•The company offers specialized roles in commercial credit and equipment financing.
•M&T Bank provides hybrid work opportunities for certain roles, enhancing work-life balance.

Aplyr’s read is generated by AI from public sources. Was it useful?

About M&T Bank

M&T Bank

mtb.com

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M&T Bank is a regional bank holding company that provides a wide range of financial services, including commercial and retail banking, investment services, and mortgage banking.