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Wilmington Trust Investment AdvisorsRIA · Wilmington, DE

Financial Advisor

  • Fairfield, CT
Pay not posted by the firm. We never estimate it.

Posted July 29, 2026Verified live today on Wilmington Trust Investment Advisors’ careers site

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About the role

Role
Advisor
Seniority
Mid
Type
Full time
Required
  • Series 7 (required)
  • Series 63 (required)
  • Series 65 (required)
  • Series 66 (required)

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 Great companies have an enduring sense of purpose. With roots dating back to the founding of Wilmington Trust Company by T. Coleman du
  • Pont in 1903, Wilmington Trust has been serving successful individual and institutional clients for more than a century. Wilmington Trust is internationally recognized and has a team of experienced and skilled professionals focused on delivering a high caliber of service to every client relationship. We are proud to be part of the M&T corporate family. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more. Ready to join our team? Submit your application today! If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. Career Site Privacy Notice

Posted on Wilmington Trust Investment Advisors’ careers site and shown here in full, as the firm wrote it. Open the original posting

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