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Financial Advisor

Manufacturers and Traders Trust Co · unitedfinancialinc.com
NyackSenior6+ yrs
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The job in short

Financial advising.

BankingInsuranceLegal

Details

Found
30 d ago · posted 2026-08-20
Location
Nyack, NY
Pay (as listed)
$75,900–$126,500 a year

Full description

Financial Advisor - Nyack, NY Join Wilmington Advisors @M&T serving the Hudson Valley market. We're seeking an experienced Financial Advisor with a strong track record of building trusted client relationships, growing a book of business, and delivering personalized wealth management solutions to affluent individuals, families, and business owners throughout the region. What You’ll Do: • Expand and cultivate client relationships through referrals, centers of influence, and strategic partnerships • Deliver customized investment, insurance, and wealth management solutions • Lead portfolio reviews and provide proactive financial guidance aligned with clients' goals • Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needs • Grow your practice within a highly collaborative and referral-rich environment Experience Required: • Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ sales experience • FINRA Series 7, 63 and 65 or 66 licenses • Pertinent state Life/Variable Insurance (LAH) licenses Why M&T: • Established referral network and strong client acquisition opportunities • Deeply rooted community presence throughout the Hudson Valley market • Collaborative partnerships across Retail, Business Banking, and Wealth Management • Comprehensive investment, planning, trust, and lending capabilities to support client needs • Opportunity to expand an existing book of business while benefiting from the resources and stability of a leading regional bank 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. The pay range for this position is $75,900.00 - $126,500.00 (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Nyack, New York, United States of America

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