Financial Advisor
Manufacturers and Traders Trust Co · unitedfinancialinc.com
HauppaugeSenior6+ yrs
Straight from the company’s own careers site.
The job in short
Financial advising.
BankingInsuranceLegal
Details
- Found
- 30 d ago · posted 2026-08-20
- Location
- Hauppauge, NY
- Pay (as listed)
- $75,900–$126,500 a year
Full description
Financial Advisor
- Long Island
Join Wilmington Advisors @M&T in our Long Island market. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and wealth planning solutions to affluent and high-net-worth clients.
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 client acquisition opportunities
•
Collaborative Wealth, Retail, and Business Banking partnerships
•
Robust planning, investment, and lending solutions
•
Opportunity to expand your practice in the Long Island market
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
Hauppauge, New York, United States of America
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