- Location
- Parsippany, NJ, United States of America
- Workplace
- Onsite
- Type
- Full-time
- Department
- Finance
- Seniority
- Mid
- Experience
- 4+ years
- Industry
- Financial Services
- Category
- Wealth Management
- Role type
- Individual Contributor
- Environment
- Office
- Source
- Workday
Overview
This role involves building client relationships through referrals and branch partnerships, delivering investment and insurance solutions, and supporting portfolio reviews. You'll work with retail, business banking, and wealth teams to grow your practice. The position requires relevant licenses and experience in investment or insurance sales, with compensation based on commission and an advanced draw.
Description
Financial Advisor
- Parsippany, NJ
Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early-career advisor to grow within the Northern New Jersey market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network.
What You’ll Do:
Build client relationships through referrals and branch partnerships
Deliver investment and insurance solutions
Support portfolio reviews and client lifecycle management
Partner across Retail, Business Banking, and Wealth teams
What You Bring:
Banking, sales, or client-facing experience (licensed preferred)
Strong relationship-building skills and growth mindset
Licenses (or willing to obtain):
Series 7, 63, and 65/66
Life/Variable Insurance
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
Why M&T:
Hands-on mentorship from a senior producer
Established referral network
Clear path to grow your own 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.