1d ago
New

Financial Advisor

United StatesUnited States·West Hartfordmid
Finance & AccountingFinancial Advisor
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Quick Summary

Key Responsibilities

building relationships and delivering advice-based solutions. What You’ll Do: Build and grow a book of business through referrals, new client development,

Technical Tools
Finance & AccountingFinancial Advisor

Responsibilities

~2 min read

What You’ll Do:

  • →Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the West Hartford market
  • →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:

  • →2+ years of sales, sales administration, financial services, and/or retail banking 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


Education and Experience Required:

  • →Bachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience


Licenses Required:

  • →Series 7, 63, and 65 or 66
  • →Life/Variable Insurance license


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.

West Hartford, Connecticut, United States of America

Location & Eligibility

Where is the job
West Hartford, United States
On-site at the office
Who can apply
US

About this job

Who can apply
United States
Posted
1 day ago
Employer
has 1,107 open jobs on Jobera in 3 countries.

Listing Details

Posted
October 30, 2026
First seen
October 30, 2026
Last seen
October 30, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
51%
Scored at
October 31, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
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Financial Advisor