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Financial Advisor

M&T Bank

Hauppauge, NYJob$76–127K/yrTracked 4 days agoSeen in employer's feed 4 days ago
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At a glance

Compensation
$76–127K/yr
Location
Hauppauge, NY
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

FINRA Series 7, 63 And 65 Or 66 LicensesPertinent State Life/Variable Insurance (LAH) Licenses

Job overview

Join Wilmington Advisors @M&T in the Long Island market as a Financial Advisor, responsible for expanding client relationships, delivering customized investment, insurance, and wealth management solutions, leading portfolio reviews, and collaborating with retail, business, and commercial banking teams to grow a practice in a referral‑rich environment.

Skills & qualifications

RequiredNice to have

Skills

Client Relationship BuildingInvestment PlanningWealth ManagementPortfolio ReviewCollaborative Partnership

Qualifications

Combined Minimum of 6 Years Higher Education and/or Work Experience Including Minimum of 2 Years Sales ExperienceFINRA Series 7, 63 and 65 or 66 LicensesPertinent State Life/Variable Insurance (LAH) Licenses

Full job description

Financial Advisor

- Long Island

Join Wilmington Advisors @M&T in our Long Island market. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and wealth planning solutions to affluent and high-net-worth clients.

What You’ll Do:

  • Expand and cultivate client relationships through referrals, centers of influence, and strategic partnerships

  • Deliver customized investment, insurance, and wealth management solutions

  • Lead portfolio reviews and provide proactive financial guidance aligned with clients' goals

  • Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needs

  • Grow your practice within a highly collaborative and referral-rich environment

Experience Required:

  • Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ sales experience

  • FINRA Series 7, 63 and 65 or 66 licenses

  • Pertinent state Life/Variable Insurance (LAH) licenses

Why M&T:

  • Established referral network and client acquisition opportunities

  • Collaborative Wealth, Retail, and Business Banking partnerships

  • Robust planning, investment, and lending solutions

  • Opportunity to expand your practice in the Long Island market

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. The pay range for this position is $75,900.00 - $126,500.00 (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Hauppauge, New York, United States of America

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

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