Senior Financial Advisor

** Territory Locations
- Lebanon, Womelsdorf, South Heidelberg, Shillington, Wyomissing PA**

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 Wyomissing 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
• 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

• Bachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales, sales administration, financial services, and/or retail banking 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.

Location Wyomissing, Pennsylvania, United States of America

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust.

M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution.

As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.

View M&T’s Human Capital Report to learn more.

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.