Financial Advisor
Weekday AI
Financial Advisor
mtb· 001 Manufacturers and Traders Trust Co
About this role
Financial Advisor
- Gramercy East
Join Wilmington Advisors @M&T in the heart of Downtown Manhattan. 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
What You Bring:
Banking, sales, or client-facing experience (licensed preferred)
Strong relationship-building skills and growth mindset
Licenses:
Series 7, 63, and 65/66
Life/Variable Insurance
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 Manhattan 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.
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
New York, New York, United States of AmericaFrequently Asked Questions
Is the salary disclosed for the Financial Advisor position at mtb?
The salary for this Financial Advisor role at mtb is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Financial Advisor position at mtb located?
This Financial Advisor role at mtb is based in New York, NY. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Financial Advisor role at mtb full-time or part-time?
This is listed as a Full time position. It is posted as a Financial Advisor role in the 001 Manufacturers and Traders Trust Co department at mtb.
Which team or department does the Financial Advisor at mtb belong to?
This Financial Advisor position is part of the 001 Manufacturers and Traders Trust Co department at mtb. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Financial Advisor position at mtb?
Click the "Apply Now" button on this page. You will be redirected to mtb's official application portal hosted on workday where you can submit your application directly.
When was the Financial Advisor job at mtb posted?
This Financial Advisor position at mtb was posted on Aug 20, 2026. Apply as soon as possible — early applications are often reviewed first.
Financial Advisor
mtb
You'll be redirected to mtb's official application page on Workday.