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Senior Financial Advisor

Company

M&T Bank

Location

Cos Cob, CT

Posted

June 29, 2026

Position Overview

**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...

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