Financial Advisor
Core
Junior Financial Advisor supporting an established advisor and serving clients across a branch network in Delaware.
Role type
Junior Financial Advisor (IC)
Builds
Client relationships and new business for M&T Bank's branch network
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment solutions, insurance solutions, client relationship management, business development, portfolio review
Preferred skills
Early-career experience in financial services, proactive entrepreneurial approach
Technologies
N/A
Responsibilities
Partner with an experienced Financial Advisor to support and deepen relationships within an established book of business, Build relationships with clients across the Limestone, Newport, and Elsmere branch network, Conduct client discovery conversations to understand financial goals, needs, and priorities, Recommend personalized investment and insurance solutions aligned with client objectives, Support portfolio reviews, client follow-up, and ongoing relationship management, Develop new client relationships through referrals, networking, and proactive business development