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Sobre esta vaga de Financial Advisor na M&T Bank

M&T Bank · Presencial · Nyack, NY

Financial Advisor

- Nyack, NY

Join Wilmington Advisors @M&T serving the Hudson Valley market. We're seeking an experienced Financial Advisor with a strong track record of building trusted client relationships, growing a book of business, and delivering personalized wealth management solutions to affluent individuals, families, and business owners throughout the region.

What You’ll Do:

  • Expand and cultivate client relationships through referrals, centers of influence, and strategic partnerships

  • Deliver customized investment, insurance, and wealth management solutions

  • Lead portfolio reviews and provide proactive financial guidance aligned with clients' goals

  • Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needs

  • Grow your practice within a highly collaborative and referral-rich environment

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:

  • Established referral network and strong client acquisition opportunities

  • Deeply rooted community presence throughout the Hudson Valley market

  • Collaborative partnerships across Retail, Business Banking, and Wealth Management

  • Comprehensive investment, planning, trust, and lending capabilities to support client needs

  • Opportunity to expand an existing book of business while benefiting from the resources and stability of a leading regional bank

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. The pay range for this position is $75,900.00 - $126,500.00 (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Nyack, New York, United States of America
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Sobre a M&T Bank

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve . M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities an

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