Affluent Market Financial Advisor (Draw salary plus commission)
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Job description
Senior Financial Advisor (Wyomissing Market) **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. What You’ll Do:
- 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 What You Bring: 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 and
Experience Required
Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 4 years’ investment or insurance sales experience Licenses Required: Series 7, 63, and 65 or 66 Life/Variable Insurance license Why M&T: 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 About Wilmington Advisors @ M&T 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