Affluent Market Senior Financial Advisor; Draw

Senior Financial Advisor (Wyomissing Market)

Territory Locations: Lebanon, Womelsdorf, South Heidelberg, Shillington, Wyomissing PA

• 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
• 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 a similar field
• 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

Education and Experience

Required:

Combined minimum of 6 years’ higher education and/or work experience, including at least 4 years’ investment or insurance sales experience.

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

Compensation: Based on commission with a drawn advance. Specific pay is informed by the candidate’s knowledge, skills, and experience.

Equal Employment Opportunity Statement: 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.