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.
Location
Cos Cob, Connecticut, United States of AmericaAplyr's read
Wilmington Trust specializes in tailored financial services, attracting professionals focused on wealth and asset management for individuals and institutions.
What's promising
- •Strong reputation in wealth management and institutional services.
- •Opportunities for career growth in diverse financial roles.
- •Focus on customized solutions enhances client satisfaction.
What to watch
- •Limited public information about company culture and work-life balance.
- •High-pressure environment typical of financial services industry.
- •Potential challenges in adapting to regulatory changes.
Why Wilmington Trust
- •Emphasis on personalized financial solutions for clients.
- •Deep expertise in both wealth management and global capital markets.
- •Strategic presence in key financial hubs like NYC and Wilmington.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Wilmington Trust
Wilmington Trust is a financial services company that provides wealth management, asset management, and institutional services. It focuses on delivering tailored solutions to individuals, families, and institutions.
