Senior Financial Advisor
captrust
OTHER
Senior Financial Advisor
mtb· 001 Manufacturers and Traders Trust Co
About this role
Senior Financial Advisor (Greenwich Market)
- Greenwich, CT
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 Greenwich 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 across the Greenwich market
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:
Combined minimum of 8 years’ higher education and/or work experience, including a minimum of 6 years’ investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience
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.
Location
Cos Cob, Connecticut, United States of AmericaFrequently Asked Questions
Is the salary disclosed for the Senior Financial Advisor position at mtb?
The salary for this Senior Financial Advisor role at mtb is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Senior Financial Advisor position at mtb located?
This Senior Financial Advisor role at mtb is based in Cos Cob, CT. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Senior Financial Advisor role at mtb full-time or part-time?
This is listed as a Full time position. It is posted as a Senior Financial Advisor role in the 001 Manufacturers and Traders Trust Co department at mtb.
Which team or department does the Senior Financial Advisor at mtb belong to?
This Senior Financial Advisor position is part of the 001 Manufacturers and Traders Trust Co department at mtb. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Senior Financial Advisor position at mtb?
Click the "Apply Now" button on this page. You will be redirected to mtb's official application portal hosted on workday where you can submit your application directly.
Senior Financial Advisor
mtb
You'll be redirected to mtb's official application page on Workday.