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Affluent Market Financial Advisor; Draw

Job in Wyomissing, Berks County, Pennsylvania, USA
Listing for: Dormont Manufacturing Co
Full Time position
Listed on 2026-07-04
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Sales, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 60000 - 100000 USD Yearly USD 60000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Affluent Market Financial Advisor (Draw salary plus commission)

Senior Financial Advisor (Wyomissing Market)

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

Responsibilities
  • 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
Qualifications
  • 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
Education & Experience

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

Licenses

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

Compensation

Commission‑based with an advanced draw. Specific compensation will be determined by the candidate’s qualifications and experience.

Benefits

Competitive benefits including medical and retirement plans and forty hours of paid volunteer time each year.

Location

Wyomissing, Pennsylvania, United States of America

Equal Employment Opportunity

M&T Bank is unwavering in 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 promotes a drug‑free workplace.

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