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Financial Advisor

Manufacturers and Traders Trust Company

Fairfield, CT · Posted July 30, 2026

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How AI is used in this kind of work

Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

Financial Advisor (Greater Bridgeport Market)

-Bridgeport, CT & surrounding area

Build your book with a strong referral network.

M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Bridgeport market. This role offers access to a robust referral network across Retail, Business Banking, and Wealth partners—giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions.

What You’ll Do:

Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the Bridgeport market

Deliver personalized investment and insurance solutions aligned to client goals

Partner with branch, business banking, and wealth teams to generate consistent opportunities

Conduct portfolio reviews and recommend tailored strategies to grow and protect assets

Manage the full client lifecycle—from discovery to long-term relationship management

What You Bring:

4+ years of investment and/or insurance sales experience

Proven track record growing client relationships and assets under management

Strong business development and networking skills

Ability to work independently while leveraging internal partnerships

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 Join M&T:

Established referral network to accelerate your book growth

Access to a broad suite of investment and insurance solutions

Collaborative, relationship-driven environment

Opportunity to build a scalable, long-term 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 Fairfield, Connecticut, United States of America