- Salary
- $76k – $127k
- Location
- Hauppauge, NY, United States of America
- Workplace
- Onsite
- Type
- Full-time
- Department
- Finance
- Source
- Workday
Description
Financial Advisor
- Long Island
Join Wilmington Advisors @M&T in our Long Island market. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and wealth planning solutions to affluent and high-net-worth clients.
What You’ll Do:
Expand and cultivate client relationships through referrals, centers of influence, and strategic partnerships
Deliver customized investment, insurance, and wealth management solutions
Lead portfolio reviews and provide proactive financial guidance aligned with clients' goals
Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needs
Grow your practice within a highly collaborative and referral-rich environment
Experience Required:
Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ sales experience
FINRA Series 7, 63 and 65 or 66 licenses
Pertinent state Life/Variable Insurance (LAH) licenses
Why M&T:
Established referral network and client acquisition opportunities
Collaborative Wealth, Retail, and Business Banking partnerships
Robust planning, investment, and lending solutions
Opportunity to expand your practice in the Long Island market
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. The pay range for this position is $75,900.00 - $126,500.00 (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
