À propos de ce poste Financial Advisor chez M&T Bank
Financial Advisor | Junior Partner
Wilmington / New Castle County, Delaware
Branch coverage: Limestone, Newport & Elsmere
Build your career. Learn from an experienced advisor. Grow your own practice.
M&T Bank is looking for a motivated, fully licensed Financial Advisor to join our Delaware market as a Junior Partner, supporting an established Financial Advisor and serving clients across our Limestone, Newport, and Elsmere branch network.
This is an ideal opportunity for an early-career advisor who has completed an advisor development or training program and is ready for the next step. You’ll have the opportunity to work alongside an experienced advisor, deepen relationships with an established client base, develop new business through M&T’s branch network, and build the skills and experience needed to grow your own advisory practice.
What You’ll Do
- Partner with an experienced Financial Advisor to support and deepen relationships within an established book of business.
- Build relationships with clients across the Limestone, Newport, and Elsmere branch network.
- Partner closely with Retail, Business Banking, Wealth, and other M&T colleagues to identify investment and financial planning opportunities.
- Conduct client discovery conversations to understand financial goals, needs, and priorities.
- Recommend personalized investment and insurance solutions aligned with client objectives.
- Support portfolio reviews, client follow-up, and ongoing relationship management.
- Develop new client relationships through referrals, networking, and proactive business development.
- Continue building your advisory expertise while developing toward greater ownership of client relationships and your own book of business.
What You Bring
- Early-career experience in financial services, investments, insurance, banking, or financial planning.
- Series 7, 63, and 65 or 66 licenses.
- Life and Variable Insurance licensing, or ability to meet applicable licensing requirements.
- A strong interest in building a long-term career as a Financial Advisor.
- Excellent relationship-building, communication, and client service skills.
- A proactive, entrepreneurial approach to developing new business.
- Ability to work collaboratively with an experienced advisor and branch partners while continuing to develop independently.
Why This Opportunity
- Established partnership: Learn alongside an experienced Financial Advisor rather than starting your practice entirely on your own.
- Built-in referral network: Develop relationships across three M&T Bank branches in the Wilmington/New Castle County market.
- Growth opportunity: Gain hands-on experience managing client relationships while developing toward greater responsibility and ownership.
- Broad partnership: Work with colleagues across Retail, Business Banking, Wealth, and other areas of M&T.
- Career development: Build the foundation for a long-term advisory career within M&T’s wealth and investment platform.
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
- FINRA Series 7, 63 and 65 or 66 licenses
- Pertinent state Life/Variable Insurance (LAH) licenses