Financial Advisor

Wilmington Trust

Kenmore, New York

JOB DETAILS
SKILLS
Bank Management, Banking Services, Customer Relations, Financial Planning, Higher Education, Insurance, Insurance Sales, Life Insurance, Sales, Series 7
LOCATION
Kenmore, New York
POSTED
11 days ago

Financial Advisor

- Kenmore, NY

Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early-career advisor to grow within the Western NY 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

Tonawanda, New York, United States of America

About the Company

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Wilmington Trust