jobapplier

Financial Advisor

Mtb

Skills

Required

  • business development

Preferred

  • Conduct portfolio reviews

Financial Advisor (West Hartford Market) -West Hartford, 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 West Hartford 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.

About Mtb

  • 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.

Responsibilities

  • 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

Requirements

  • 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

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

Pay

  • 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.

Benefits

  • 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

Location

West Hartford, Connecticut, United States of America