Financial Advisor

Financial Advisor

- Nyack, NY

Join Wilmington Advisors @M&T serving the Hudson Valley market. We're seeking an experienced Financial Advisor with a strong track record of building trusted client relationships, growing a book of business, and delivering personalized wealth management solutions to affluent individuals, families, and business owners throughout the region.

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

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 strong client acquisition opportunities

• Deeply rooted community presence throughout the Hudson Valley market

• Collaborative partnerships across Retail, Business Banking, and Wealth Management

• Comprehensive investment, planning, trust, and lending capabilities to support client needs

• Opportunity to expand an existing book of business while benefiting from the resources and stability of a leading regional bank

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.

Location