Financial Advisor - Portsmouth, NH
- LocationPortsmouth, NH
- Work typeOn-site
- EmploymentFull-time
- Posted4 November 2026
- SourceManufacturers and Traders's careers page (Workday)
Live checkFirst seen 2 days ago; still listed on Manufacturers and Traders's careers page 1 h ago.
At a glance
- Experience2+ years
- EducationBachelor's degree
Read from the ad by RoleFinder rules; the description is the source.
Back from the application? Add your CV and RoleFinder scores your fit for this role, then ranks your best 12 open roles where you want to work, each with a one-line reason.
Check my fitAbout the role
Financial Advisor (Portsmouth Market ) -Portsmouth, NH & 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 Portsmouth 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 Portsmouth 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:
- 2+ 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
Portsmouth, New Hampshire, United States of America
Get open roles ranked against your CV
Add your CV once. RoleFinder ranks the open roles where you want to work, plus remote ones, against it, shows your best 12 with a one-line reason each, and emails you new matches once a week. The file is read once by AI and not kept; employers never see it.
Sign in with Google or email to start. How we handle your CV