Senior Financial Advisor

Senior Financial Advisor (Greenwich Market) – Greenwich, CT

Lead, grow, and deepen an established book of business with M&T Bank. We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral‑driven ecosystem across Retail, Business Banking, and Wealth teams.

• Manage and grow a sizeable book of high‑value client relationships
• Deliver sophisticated investment and insurance strategies aligned to client goals
• Drive new business through referrals, centers of influence, and internal partnerships across the Greenwich market
• Provide ongoing portfolio guidance, reviews, and proactive advice
• Collaborate across the bank to deepen client relationships and uncover opportunities

• 7+ years of experience in financial advising, wealth management, or similar
• Proven success managing and growing a large book of business
• Strong consultative approach and ability to serve complex client needs
• Established business development and relationship management skills

Combined minimum of 8 years of higher education and/or work experience, including a minimum of 6 years of investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience.

Series7,63, and
65 or66 Life/Variable Insurance license.

• Commission‑based compensation with an advanced draw
• Access to a broad suite of investment and planning solutions
• Collaborative, relationship‑driven culture
• Opportunity to scale and further deepen high‑value practice
• Competitive benefits including medical and retirement plans, and forty hours of paid volunteer time each year

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.