Centralized Financial Advisor - M&T Bank

About the role

This employment opportunity at M&T Bank in Bridgeport, CT allows you to join the Investment Program at M&T Bank as a Centralized Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.

Responsibilities

• Build a strong client base with the Bank’s exceptional referral system
• Find new clients via the bank’s client base
• Create client solutions without proprietary products
• Grow your business with LPL’s combination of tools, technology, and support
• Capitalize on the bank’s reputation and community standing

Requirements

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Pay

The salary range is $75,000 - $80,000, dependent on a number of factors including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.