Financial Advisor
- Company: M&T Bank Corp.
- Location: West Haverstraw, NY
- Work mode: On-site
- Job type: Full-Time
- Posted: 2026-11-03
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:
* 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
* 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 investment and/or insurance sales 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 Haverstraw, New York, United States of America