Financial Advisor

Financial Advisor | Greater Boston Market

Build trusted relationships. Deliver personalized financial guidance. Make an impact in the communities you serve.

At M&T Bank, we believe meaningful relationships are the foundation of great financial outcomes. We are seeking a Financial Advisor to help clients across the Greater Boston market achieve their financial goals through advice-based investment and insurance solutions tailored to their unique needs. In this role, you will serve as a trusted advisor to an established portfolio of mass affluent clients while also growing your book of business through referrals, networking, and strong internal partnerships.

Working closely with Retail, Business Banking, Mortgage, and Wealth teams, you'll provide personalized recommendations designed to help clients build, preserve, and protect their wealth.

• Deliver advice-based investment and insurance solutions aligned to each client's goals, objectives, and best interests.
• Build and deepen relationships with existing clients while developing new business opportunities through referrals and community engagement.
• Conduct portfolio reviews and needs-based financial conversations to identify opportunities and recommend customized solutions.
• Partner with Retail, Business Banking, Mortgage, and Wealth colleagues to provide a seamless client experience and comprehensive financial guidance.
• Grow assets under management through effective relationship management, business development, and referral generation.
• Serve as a primary point of contact for clients, ensuring a high-quality experience throughout the relationship lifecycle.
• Maintain compliance with regulatory requirements and uphold M&T's risk management standards.

• Experience providing investment and/or insurance solutions in a client-facing advisory environment.
• Proven ability to build relationships, uncover client needs, and deliver personalized financial recommendations.
• Strong business development, networking, and relationship management skills.
• Ability to collaborate across teams while maintaining a client-first mindset.
• FINRA Series 7, 63, and 65 or 66 licenses required.
• State Life/Variable Insurance License required.
• CFP, CLU, ChFC, or related financial planning credentials preferred.

Established referral network across Retail, Business Banking, Mortgage, and Wealth Management.

Opportunity to grow your practice within a relationship-driven organization.

Collaborative environment focused on client success and long-term career growth.

Access to a broad suite of investment, advisory, and insurance solutions.

A culture that values belonging, community involvement, and doing what's right for clients.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $72,200.00 - $ (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location Boston, Massachusetts, United States of America

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 taken an active role in our communities and build long-lasting relationships with our customers.

We are a bank for communities - combining the capabilities of a large bank with the care of a locally focused institution.

As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year.

Our core values - integrity, ownership, collaboration, curiosity, and candor - drive the work we do.

We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.

View M&T's Human Capital Report to learn more.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.

M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.

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