Financial Advisor (Western NY Market)

- Tonawanda and surrounding areas

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 Catonsville 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

• 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

• 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

Licenses Required

• Series 7, 63, and 65 or 66

• Life/Variable Insurance license

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

FINRA Series 7, 63 and 65 or 66 licenses

Pertinent state Life/Variable Insurance (LAH) licenses

Education and Experience Preferred:

Previous trust/fiduciary product, Financial Planning, Managed Accounts, or insurance experience

CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation

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

Tonawanda, New York, United States of America