Financial Advisor
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At a glance
Requirements
Credentials this posting asks for.
Job overview
Join Wilmington Advisors at M&T serving the Hudson Valley market as a Financial Advisor. The role involves 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
Skills
Qualifications
Full job description
Financial Advisor
- Nyack, NY
Join Wilmington Advisors @M&T serving the Hudson Valley market. We're seeking an experienced Financial Advisor with a strong track record of building trusted client relationships, growing a book of business, and delivering personalized wealth management solutions to affluent individuals, families, and business owners throughout the region.
What You’ll Do:
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Expand and cultivate client relationships through referrals, centers of influence, and strategic partnerships
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Deliver customized investment, insurance, and wealth management solutions
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Lead portfolio reviews and provide proactive financial guidance aligned with clients' goals
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Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needs
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Grow your practice within a highly collaborative and referral-rich environment
Experience Required:
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Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ sales experience
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FINRA Series 7, 63 and 65 or 66 licenses
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Pertinent state Life/Variable Insurance (LAH) licenses
Why M&T:
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Established referral network and strong client acquisition opportunities
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Deeply rooted community presence throughout the Hudson Valley market
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Collaborative partnerships across Retail, Business Banking, and Wealth Management
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Comprehensive investment, planning, trust, and lending capabilities to support client needs
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Opportunity to expand an existing book of business while benefiting from the resources and stability of a leading regional bank
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
Nyack, 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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