Financial Advisor

Build your book with a strong referral network.

M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Bridgeport market. This role offers access to a robust referral network across Retail, Business Banking, and Wealth partners—giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions.

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 Bridgeport 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:

• 4+ years of investment and/or insurance sales 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.