Financial Advisor
- Location
- West Haverstraw, NY
- Listed
- 5 days ago
Financial Advisor (West Haverstraw Market)
- West Haverstraw, NY & surrounding area
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 West Haverstraw 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 across the West Haverstraw market
- 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
- 2+ 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
Education and Experience Required
- Bachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience
Licenses Required
- Series 7, 63, and 65 or 66
- Life/Variable Insurance license
Location
West Haverstraw, New York, United States of America
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.
From Mtb's careers page, first listed on Rolev.ai on November 4, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
Where is the Financial Advisor job at Mtb located?
This Financial Advisor position at Mtb is located in West Haverstraw, NY. Always check Mtb's application page for specific state eligibility or relocation policies.
How do I apply for the 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.