Affluent Market Financial Advisor
- Location
- Parsippany, NJ · On-site
- Job type
- Full-time
- Level
- Senior
- Experience
- 4+ years
- Education
- Bachelor's degree
- Listed
- 7 days ago
Skills & highlights for this role
- Client-facing sales experience
- Relationship building
- Investment sales
- Insurance sales
Also useful
- Series 7 license
- Series 63 license
- Series 65/66 license
- Life/Variable Insurance license
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
From Mtb's careers page, first listed on Rolev.ai on November 6, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Affluent Market Financial Advisor role at Mtb, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
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Common questions
Where is the Affluent Market Financial Advisor job at Mtb located?
This Affluent Market Financial Advisor position at Mtb is located in Parsippany, NJ (On-site). Always check Mtb's application page for specific state eligibility or relocation policies.
What qualifications are required for Affluent Market Financial Advisor at Mtb?
For the Affluent Market Financial Advisor role, Mtb highlights 4+ years of relevant experience; a bachelor's degree; experience with Client-facing sales experience, Relationship building, Investment sales, Insurance sales. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Affluent Market Financial Advisor position at Mtb?
This listing links directly to Mtb's Workday application page. You can apply directly on Mtb's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.