Olive Jobs
M&T Bank logo

Financial Advisor

M&T Bank

Boston, MAJob$72–120K/yrPosted 1w agoVerified open 4 days ago
Evaluate my fit

Most applications go out cold — see where you stand first. No sign-up to start.

Don't just apply. Show up ready.

Olive works from this exact posting — no sign-up to start.

Evaluate your fitSee where you stand — strengths, gaps, and what to fix first.Get started →Tailor your résuméRewritten against this posting, with a diff of every change.Get started →Practice the interviewA voice mock interview built from this job description.Get started →

At a glance

Compensation
$72–120K/yr
Location
Boston, MA
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

FINRA Series 7, 63, 65 Or 66 LicensesState Life/Variable Insurance License

Job overview

M&T Bank is hiring a Financial Advisor. The Financial Advisor at M&T Bank will build trusted relationships and deliver personalized investment and insurance guidance to mass‑affluent clients in the Greater Boston market, collaborating across retail, business banking, mortgage, and wealth teams to grow assets and ensure regulatory compliance.

Key focus areas include Deliver advice-based investment and insurance solutions aligned to each client's goals, objectives, and best interests., Build and deepen relationships with existing clients while developing new business opportunities through referrals and community engagement., and Conduct portfolio reviews and needs-based financial conversations to identify opportunities and recommend customized solutions..

Important skills include Relationship Management, New Business Development, Internetworking, Consumer Engagement, Regulatory Compliance, and Project Collaboration.

Skills & qualifications

RequiredNice to have

Skills

Relationship ManagementNew Business DevelopmentInternetworkingConsumer EngagementRegulatory ComplianceProject CollaborationRelationship BuildingBusiness DevelopmentNetworkingCollaborationClient‑First MindsetInvestment AdvisoryInsurance SolutionsPortfolio ReviewsRegulatory Compliance Knowledge

Qualifications

FINRA Series 7, 63, 65 or 66 LicensesState Life/Variable Insurance LicenseCFP®, CLU®, ChFC® or Related Financial Planning CredentialsExperience Providing Investment and/or Insurance Solutions in a Client‑Facing Advisory Environment

Full job description

Financial Advisor | Greater Boston Market

Build trusted relationships. Deliver personalized financial guidance. Make an impact in the communities you serve.

At M&T Bank, we believe meaningful relationships are the foundation of great financial outcomes. We are seeking a Financial Advisor to help clients across the Greater Boston market achieve their financial goals through advice-based investment and insurance solutions tailored to their unique needs.

In this role, you will serve as a trusted advisor to an established portfolio of mass affluent clients while also growing your book of business through referrals, networking, and strong internal partnerships. Working closely with Retail, Business Banking, Mortgage, and Wealth teams, you'll provide personalized recommendations designed to help clients build, preserve, and protect their wealth.

What You'll Do

  • Deliver advice-based investment and insurance solutions aligned to each client's goals, objectives, and best interests.

  • Build and deepen relationships with existing clients while developing new business opportunities through referrals and community engagement.

  • Conduct portfolio reviews and needs-based financial conversations to identify opportunities and recommend customized solutions.

  • Partner with Retail, Business Banking, Mortgage, and Wealth colleagues to provide a seamless client experience and comprehensive financial guidance.

  • Grow assets under management through effective relationship management, business development, and referral generation.

  • Serve as a primary point of contact for clients, ensuring a high-quality experience throughout the relationship lifecycle.

  • Maintain compliance with regulatory requirements and uphold M&T's risk management standards.

What You Bring

  • Experience providing investment and/or insurance solutions in a client-facing advisory environment.

  • Proven ability to build relationships, uncover client needs, and deliver personalized financial recommendations.

  • Strong business development, networking, and relationship management skills.

  • Ability to collaborate across teams while maintaining a client-first mindset.

  • FINRA Series 7, 63, and 65 or 66 licenses required.

  • State Life/Variable Insurance License required.

  • CFP®, CLU®, ChFC®, or related financial planning credentials preferred.

Why Join M&T

  • Established referral network across Retail, Business Banking, Mortgage, and Wealth Management.

  • Opportunity to grow your practice within a relationship-driven organization.

  • Collaborative environment focused on client success and long-term career growth.

  • Access to a broad suite of investment, advisory, and insurance solutions.

  • A culture that values belonging, community involvement, and doing what's right for clients.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $72,200.00 - $120,300.00 (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location Boston, Massachusetts, United States of America

You've read the whole posting — now see how you match it.

Evaluate my fit