M&T Bank

Senior Financial Advisor

M&T Bank  •  Wyomissing, PA (Onsite)  •  11 hours ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Senior Financial Advisor (Wyomissing Market)

**Territory Locations- Lebanon, Womelsdorf, South Heidelberg, Shillington, Wyomissing PA**

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 relationships
  • Deliver sophisticated investment and insurance strategies aligned to client goals
  • Drive new business through referrals, centers of influence, and internal partnerships
  • Provide ongoing portfolio guidance, reviews, and proactive advice
  • Collaborate across the bank to deepen client relationships and uncover opportunities

What You Bring:

  • 7+ years of experience in financial advising, wealth management, or similar
  • Proven success managing and growing a large book of business
  • Strong consultative approach and ability to serve complex client needs
  • Established business development and relationship management skills

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
  • FINRA Series 7, 63 and 65 or 66 licenses
  • Pertinent state Life/Variable Insurance (LAH) licenses

Licenses Required:

  • Series 7, 63, and 65 or 66
  • Life/Variable Insurance license

Why M&T:

  • Established book and referral network to accelerate impact
  • Access to a broad suite of investment and planning solutions
  • Collaborative, relationship-driven culture
  • Opportunity to scale and further deepen a high-value 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

Wyomissing, Pennsylvania, United States of America

M&T Bank

About M&T Bank

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. Founded in 1856 in Buffalo, NY we are now a top 11 full-service US-based commercial bank with a retail footprint across the east coast and wealth services available nationwide and abroad. As a bank, we offer advice, guidance, expertise, and solutions across the entire financial spectrum that combines M&T’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. We are a community-minded organization with more than 167 years of experience. We serve customers, community, and colleagues whether they be across the street, across the state or across the country.

As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor and we seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Buffalo, New York
Year Founded
Unknown
Website
mtb.com
Social Media