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Financial Advisor
M&T Bank
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About this role
Financial Advisor (Greater Bridgeport Market) -Bridgeport, CT & surrounding area
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.
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.
Location Fairfield, Connecticut, United States of America
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