Senior Financial Advisor (Wyomissing Market)Lead, grow, and deepen an established book of business with M&T Bank. We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Wyomissing market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.What You'll Do:Manage and grow a sizeable book of high-value client relationshipsDeliver sophisticated investment and insurance strategies aligned to client goalsDrive new business through referrals, centers of influence, and internal partnershipsProvide ongoing portfolio guidance, reviews, and proactive adviceCollaborate across the bank to deepen client relationships and uncover opportunitiesWhat You Bring:7+ years of experience in financial advising, wealth management, or similarProven success managing and growing a large book of businessStrong consultative approach and ability to serve complex client needsEstablished business development and relationship management skillsEducation 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 experienceFINRA Series 7, 63 and 65 or 66 licensesPertinent state Life/Variable Insurance (LAH) licensesLicenses Required:Series 7, 63, and 65 or 66Life/Variable Insurance licenseWhy M&T:Established book and referral network to accelerate impactAccess to a broad suite of investment and planning solutionsCollaborative, relationship-driven cultureOpportunity to scale and further deepen a high-value practiceAbout 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.Wyomissing, Pennsylvania, United States of America