Affluent Market Financial Advisor; Draw
Listed on 2026-07-04
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant, Portfolio & Asset Management
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
- 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 6 years of higher education and/or work experience, including a minimum of 4 years of investment or insurance sales experience.
LicensesSeries 7, 63, and 65 or 66;
Life/Variable Insurance license.
Commission‑based with an advanced draw. Specific compensation will be determined by the candidate’s qualifications and experience.
BenefitsCompetitive benefits including medical and retirement plans and forty hours of paid volunteer time each year.
LocationWyomissing, Pennsylvania, United States of America
Equal Employment OpportunityM&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.
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).