Senior Financial Advisor
M&T Bank • Cos Cob, CT • Posted June 20, 2026
About the Role
**Senior Financial Advisor (Greenwich Market)**
**- Greenwich, CT**
**Lead, grow, and deepen an established book of business with M&T Bank.**
We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
**What You’ll Do:**
+ Manage and grow a sizeable book of high-value client relationships
+ Deliver sophisticated investment and insurance strategies aligned to client goals
+ Drive new business through referrals, centers of influence, and internal partnerships across the Greenwich market
+ Provide ongoing portfolio guidance, reviews, and proactive advice
+ Collaborate across the bank to deepen client relationships and uncover opportunities
**What You Bring:**
+ 7+ years of experience in financial advising, wealth management, or similar
+ Proven success managing...
**- Greenwich, CT**
**Lead, grow, and deepen an established book of business with M&T Bank.**
We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
**What You’ll Do:**
+ Manage and grow a sizeable book of high-value client relationships
+ Deliver sophisticated investment and insurance strategies aligned to client goals
+ Drive new business through referrals, centers of influence, and internal partnerships across the Greenwich market
+ Provide ongoing portfolio guidance, reviews, and proactive advice
+ Collaborate across the bank to deepen client relationships and uncover opportunities
**What You Bring:**
+ 7+ years of experience in financial advising, wealth management, or similar
+ Proven success managing...