Financial Advisor: Grow Client Wealth & Relationships
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-18
Listing for:
M&T Bank
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
M&T Bank is seeking a Financial Advisor for the Greater Boston market. You will deliver advice-based investment and insurance solutions to mass affluent clients, grow your book through referrals, and collaborate with Retail, Business Banking, Mortgage, and Wealth teams to guide clients toward their financial goals.
The role emphasizes relationship-building, portfolio reviews, compliance, and cross-team coordination to provide a seamless client experience.
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