About the role
Financial Advisor (Greater Bridgeport Market)
- -Bridgeport, CT & 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 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
- 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
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
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.
Location
Fairfield, Connecticut, United States of America