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

• Series 7, 63, and 65 or 66
• Life/Variable Insurance license

• Established book and referral network to accelerate impact
• Access to a broad suite of investment and planning solutions
• Collaborative, relationship‑driven culture
• Opportunity to scale and further deepen a high‑value practice

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.

Cos Cob, Connecticut, United States of America