Financial Advisor

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.

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