Financial Consultant
- Company: M&T Bank Corp.
- Location: Utica, NY
- Work mode: On-site
- Job type: Full-Time
- Posted: 2026-10-05
Overview:
Support clients in achieving their financial goals through personalized investment and insurance solutions. Under the guidance of experienced Financial Advisors, build relationships, identify opportunities, and deliver needs-based recommendations that help clients make informed financial decisions.
Primary Responsibilities:
* Conduct client needs assessments and recommend tailored investment and insurance solutions.
* Support business growth by deepening client relationships and identifying new opportunities.
* Meet established sales and relationship management goals while maintaining compliance with policies and regulations.
* Grow assets under management through client engagement and partnership referrals.
* Deliver an exceptional client experience through ongoing relationship reviews and proactive service.
* Maintain accurate client records and documentation in accordance with regulatory and firm requirements.
* Ensure compliance with BSA, AML, KYC, and internal risk management standards.
* Build strong partnerships across Retail Banking, Business Banking, and Wealth to generate referrals and serve clients holistically.
* Participate in joint client meetings and collaborate with internal partners to identify and address client needs.
* Foster an inclusive environment that reflects M&T's values and commitment to community.
* Complete other related duties as assigned.
Scope and Responsibilities
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.
* Deliver investment and insurance solutions to affluent and high-net-worth clients.
* Drive growth through relationship building, needs-based advice, and business development activities.
* Maintain knowledge of industry trends, products, regulations, and operational processes.
* Partner closely with Wealth, Commercial Banking, Retail Banking, and centers of influence to support client success.
Education and Experience Required:
Bachelor's degree and a minimum of 1 year of sales, financial services, retail banking, or related experience; or a combined minimum of 5 years of higher education and/or relevant work experience.
FINRA Series 6 or Series 7 and Series 63 licenses required.
Active Life and Health/Variable Insurance (LAH) licenses required.
Education and Experience Preferred:
FINRA Series 7 license
FINRA Series 65 or 66 licenses as appropriate
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.00 - $43.34 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
LOCATION
Utica, New York, United States of America