Job Description
**Senior Financial Advisor (Wyomissing Market)**
****Territory Locations- Lebanon, Womelsdorf, South Heidelberg, Shillington, Wyomissing PA****
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 Wyomissing 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
+ 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 man...
****Territory Locations- Lebanon, Womelsdorf, South Heidelberg, Shillington, Wyomissing PA****
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 Wyomissing 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
+ 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 man...