Financial Advisor
Quick Summary
building relationships and delivering advice-based solutions. What You’ll Do: Build and grow a book of business through referrals, new client development,
Responsibilities
~2 min readWhat 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.
Location & Eligibility
About this job
- Who can apply
- United States
- Posted
- 1 day ago
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
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