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Financial Advisor
M&T Bank
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About this role
Financial Advisor - Midtown Manhattan
Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early-career advisor to grow within the Northern New Jersey market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network.
What You’ll Do: • Build client relationships through referrals and branch partnerships
• Deliver investment and insurance solutions
• Support portfolio reviews and client lifecycle management
• Partner across Retail, Business Banking, and Wealth teams
What You Bring: • Banking, sales, or client-facing experience (licensed preferred)
• Strong relationship-building skills and growth mindset
Licenses : • Series 7, 63, and 65/66
• Life/Variable Insurance
Experience Required: • Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ sales experience
• FINRA Series 7, 63 and 65 or 66 licenses
• Pertinent state Life/Variable Insurance (LAH) licenses
Why M&T: • Hands-on mentorship from a senior producer
• Established referral network
• Clear path to grow your own 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 New York, New York, United States of America
Salary insight
This posting doesn't disclose pay. Across 7,345 New York jobs with disclosed salaries on ForgeApply, the median is $165k.
Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.
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