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Financial Advisor

M&T Bank · Tonawanda, NY
Category Finance
Type Full Time
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Job description

Financial Advisor

  • Kenmore, NY Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early-career advisor to grow within the Western NY market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network. What You’ll Do:
  • Build client relationships through referrals and branch partnerships
  • Deliver investment and insurance solutions
  • Support portfolio reviews and client lifecycle management
  • Partner across Retail, Business Banking, and Wealth teams What You Bring:
  • Banking, sales, or client-facing experience (licensed preferred)
  • Strong   relationship-building   skills and growth mindset Licenses (or willing to obtain):
  • Series 7, 63, and 65/66
  • Life/Variable Insurance

Experience Required

  • Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 4 years’ investment or insurance sales experience
  • FINRA Series 7, 63 and 65 or 66 licenses
  • Pertinent state Life/Variable Insurance (LAH) licenses Why M&T:
  • Hands-on mentorship from a senior producer
  • Established referral network
  • Clear path to grow your own 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 Tonawanda, New York, United States of America