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M&T Bank
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Financial Advisor

Location
West Hartford, CT
Work mode
On-site
Employment type
Full-time

About the job

Financial Advisor (West Hartford Market) -West Hartford, CT & 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 Hartford 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:

  • Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the West Hartford market
  • Deliver personalized investment and insurance solutions aligned to client goals
  • Partner with branch, business banking, and wealth teams to generate consistent opportunities
  • Conduct portfolio reviews and recommend tailored strategies to grow and protect assets
  • Manage the full client lifecycle—from discovery to long-term relationship management

What You Bring:

  • 2+ years of sales, sales administration, financial services, and/or retail banking experience
  • Proven track record growing client relationships and assets under management
  • Strong business development and networking skills
  • 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:

  • Series 7, 63, and 65 or 66
  • Life/Variable Insurance license

Why Join M&T:

  • Established referral network to accelerate your book growth
  • Access to a broad suite of investment and insurance solutions
  • Collaborative, relationship-driven environment
  • 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 Hartford, Connecticut, United States of America

From M&T Bank's careers page (Workday), checked 31 Oct 2026.

How to apply

  1. Select Apply on mtb.wd5.myworkdayjobs.com. It opens M&T Bank's own application form in a new tab, run on Workday.
  2. Fill in the form and upload your résumé there. Jobiwork never sees your application.
  3. M&T Bank will reply to you directly. No real employer asks you for money to apply.

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