Senior Financial Advisor

Senior Financial Advisor (Greenwich Market)

- Greenwich, CT

Lead, grow, and deepen an established book of business with M&T Bank.
We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.

What You’ll Do:

• Manage and grow a sizeable book of high-value client relationships

• Deliver sophisticated investment and insurance strategies aligned to client goals

• Drive new business through referrals, centers of influence, and internal partnerships across the Greenwich market

• Provide ongoing portfolio guidance, reviews, and proactive advice

• Collaborate across the bank to deepen client relationships and uncover opportunities

What You Bring:

• 7+ years of experience in financial advising, wealth management, or similar

• Proven success managing and growing a large book of business

• Strong consultative approach and ability to serve complex client needs

• Established business development and relationship management skills

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:

• Series 7, 63, and 65 or 66

• Life/Variable Insurance license

Why M&T:

• Established book and referral network to accelerate impact

• Access to a broad suite of investment and planning solutions

• Collaborative, relationship-driven culture

• Opportunity to scale and further deepen a high-value 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.