About this opportunity
M&T Bank lists this Financial Advisor opportunity in fairfield, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Advisor (Greater Bridgeport Market)Bridgeport, CT & surrounding areaBuild your book with a strong referral network.M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Bridgeport market. This role offers access to a robust referral network across Retail, Business Banking, and Wealth partners—giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions.What You'll Do:Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the Bridgeport marketDeliver personalized investment and insurance solutions aligned to client goalsPartner with branch, business banking, and wealth teams to generate consistent opportunitiesConduct portfolio reviews and recommend tailored strategies to grow and protect assetsManage the full client lifecycle—from discovery to long-term relationship managementWhat You Bring:4+ years of investment and/or insurance sales experienceProven track record growing client relationships and assets under managementStrong business development and networking skillsAbility to work independently while leveraging internal partnershipsEducation and Experience Required: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 experienceLicenses Required:Series 7, 63, and 65 or 66Life/Variable Insurance licenseWhy Join M&T:Established referral network to accelerate your book growthAccess to a broad suite of investment and insurance solutionsCollaborative, relationship-driven environmentOpportunity to build a scalable, long-term practiceAbout 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: Fairfield, Connecticut, United States of America
Worksite address
fairfield, CT, 06824, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.