Financial Advisor

@ 001 Manufacturers and Traders Trust Co
001 Manufacturers and Traders Trust Co001manufacturersandtraderstrustco.com

Financial Advisor

New York, NY
Posted 4 weeks ago

About the job

Wilmington Advisors @ M&T, based in Manhattan, offers securities, insurance, and advisory services. The role involves building client relationships, providing financial guidance, and expanding practice within a collaborative, referral-rich environment.

Requirements

  • Banking, sales, or client-facing experience
  • Relationship-building skills
  • Growth mindset
  • Licenses preferred

Qualifications

  • 6+ years higher education/work experience
  • 2+ years sales experience
  • FINRA Series 7, 63, 65/66 licenses
  • Life/Variable Insurance licenses

Full job description

Financial Advisor

- Gramercy East

Join Wilmington Advisors @M&T in the heart of Downtown Manhattan. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and wealth planning solutions to affluent and high-net-worth clients.

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

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:

  • Established referral network and client acquisition opportunities

  • Collaborative Wealth, Retail, and Business Banking partnerships

  • Robust planning, investment, and lending solutions

  • Opportunity to expand your practice in the Manhattan market

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
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