- Location
- Cos Cob, CT, United States of America
- Workplace
- Onsite
- Type
- Full-time
- Department
- Finance
- Seniority
- Senior
- Experience
- 7+ years
- Industry
- Financial Services
- Category
- Wealth Management
- Role type
- Individual Contributor
- Environment
- Office
- Source
- Workday
Overview
This senior role involves managing and growing a substantial book of high-value client relationships, delivering sophisticated investment and insurance strategies, and driving new business through referrals. You'll provide ongoing portfolio guidance and collaborate across the bank to deepen client relationships. The position requires extensive experience in financial advising and relevant licenses, with compensation based on commission and an advanced draw.
Description
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.