Financial Advisor
West Haverstraw, NYJobSeen todaySeen in employer's feed today
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At a glance
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Requirements
Credentials this posting asks for.
Job overview
M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the West Haverstraw market. The role provides referrals from retail, business banking, and wealth partners. The advisor delivers investment and insurance solutions, develops client relationships, reviews portfolios, and manages clients from discovery through long-term relationship management. Compensation is commission-based, with a draw advanced.
Skills & qualifications
Skills
Qualifications
Full job description
Financial Advisor (West Haverstraw Market)
-West Haverstraw, NY & surrounding area
Build 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 West Haverstraw 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:
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Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the West Haverstraw market
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Deliver personalized investment and insurance solutions aligned to client goals
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Partner with branch, business banking, and wealth teams to generate consistent opportunities
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Conduct portfolio reviews and recommend tailored strategies to grow and protect assets
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Manage the full client lifecycle, from discovery to long-term relationship management
What You Bring:
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2+ years of investment and/or insurance sales experience
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Proven track record growing client relationships and assets under management
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Strong business development and networking skills
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Ability to work independently while leveraging internal partnerships
Education 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 experience
Licenses Required:
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Series 7, 63, and 65 or 66
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Life/Variable Insurance license
Why Join M&T:
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Established referral network to accelerate your book growth
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Access to a broad suite of investment and insurance solutions
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Collaborative, relationship-driven environment
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Opportunity to build a scalable, long-term 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
West Haverstraw, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
How this job compares
Set against the 3,656 open Financial Advisor jobs on Olive Jobs, counted November 4, 2026.
- Pay
- This postingNot listed
- New York median$65–70K/yr180 salary ranges
- US median$25–38/hr80 hourly ranges
- Openings
- Olive Jobs lists 235 open Financial Advisor jobs in New York and 3,656 across the US. 1% of them nationwide are listed as remote or flexible.
- Hiring the most in New York
- Equitable55 open
- JPMorgan Chase36 open
- Bank of America24 open
- Experience
- This posting asks for at least 2 years of experience; Financial Advisor postings that state a minimum ask for 2 years at the median (1,997 postings).
- Education
- 1,095 of the 3,656 open Financial Advisor jobs (30%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 4, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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