What are the responsibilities and job description for the Financial Advisor position at Wilmington Trust?
Financial Advisor (Greater Bridgeport Market)
M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Bridgeport 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
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
Fairfield, Connecticut, United States of America
- Bridgeport, CT & surrounding area
M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Bridgeport 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 Bridgeport 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
- 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
- Series 7, 63, and 65 or 66
- Life/Variable Insurance license
- 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
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
Fairfield, Connecticut, United States of America