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M&T Bank · Cos Cob, CT

# Senior Financial Advisor

Cos Cob, CT Senior individual contributor Finance & Accounting 

Listed on M&T Bank’s official careers site. Listed as of October 18, 2026. Check that it is still open and apply there.
[Apply on M&T Bank’s careers site →](https://mtb.wd5.myworkdayjobs.com/MTB/job/Cos-Cob-CT/Senior-Financial-Advisor_R86844-1)

[OpenNash Jobs](https://jobs.opennash.com/) / [M&T Bank](https://jobs.opennash.com/companies/mt-bank/) / Senior Financial Advisor

## Job description

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 and growing a large book of business
- Strong consultative approach and ability to serve complex client needs Established business development and relationship management skills

### Education and Experience

Required: Bachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience ​ Licenses

Required: Series 7, 63, and 65 or 66 Life/Variable Insurance license Why M&T: Established book and referral network to accelerate impact Access to a broad suite of investment and planning solutions Collaborative, relationship-driven culture Opportunity to scale and further deepen a high-value practice 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. Compensation for this role is based on commission - a draw will be advanced. The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location Cos Cob, Connecticut, United States of America

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Jul 10, 2026
- Last checked: Oct 18, 2026
- Listed for: 100 days
- Location: Cos Cob, CT[Apply on M&T Bank’s careers site →](https://mtb.wd5.myworkdayjobs.com/MTB/job/Cos-Cob-CT/Senior-Financial-Advisor_R86844-1)

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