Financial Advisor
Wilmington TrustFinancial Advisor (Western NY Market)
- Tonawanda and surrounding areas
Build your book with a strong referral network.
M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Catonsville market. This role offers access to a robust referral network across Retail, Business Banking, and Wealth partners—giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions.
What You’ll Do
Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships
Deliver personalized investment and insurance solutions aligned to client goals
Partner with branch, business banking, and wealth teams to generate consistent opportunities
Conduct portfolio reviews and recommend tailored strategies to grow and protect assets
Manage the full client lifecycle—from discovery to long-term relationship management
What You Bring
4+ years of investment and/or insurance sales experience
Proven track record growing client relationships and assets under management
Strong business development and networking skills
Ability to work independently while leveraging internal partnerships
Licenses Required
Series 7, 63, and 65 or 66
Life/Variable Insurance license
Education and 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
Education and Experience Preferred:
Previous trust/fiduciary product, Financial Planning, Managed Accounts, or insurance experience
CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation
Why Join M&T
Established referral network to accelerate your book growth
Access to a broad suite of investment and insurance solutions
Collaborative, relationship-driven environment
Opportunity to build a scalable, long-term 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.