Affluent Market Financial Advisor

Wilmington Trust
  • Parsippany, New Jersey
    30+ days ago

    Job Description

    Financial Advisor

    - Parsippany, NJ

    Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early-career advisor to grow within the Northern New Jersey market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network.

    What You’ll Do:

    • Build client relationships through referrals and branch partnerships

    • Deliver investment and insurance solutions

    • Support portfolio reviews and client lifecycle management

    • Partner across Retail, Business Banking, and Wealth teams

    What You Bring:

    • Banking, sales, or client-facing experience (licensed preferred)

    • Strong relationship-building skills and growth mindset

    Licenses (or willing to obtain):

    • 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 4 years’ investment or insurance sales experience

    • FINRA Series 7, 63 and 65 or 66 licenses

    • Pertinent state Life/Variable Insurance (LAH) licenses

    Why M&T:

    • Hands-on mentorship from a senior producer

    • Established referral network

    • Clear path to grow your own 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

    Parsippany, New Jersey, United States of America

    Numbers & Facts

    LocationParsippany, New Jersey

    Skills

    • Bank Managementunmatched
    • Banking Servicesunmatched
    • Customer Relationsunmatched
    • Financial Planningunmatched
    • Higher Educationunmatched
    • Insuranceunmatched
    • Insurance Salesunmatched
    • Life Insuranceunmatched
    • Salesunmatched
    • Series 7unmatched

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