Affluent Market Financial Advisor (Draw Salary plus Commission)

Location: Baltimore, Maryland, United States of America, and surrounding area

Company

M&T Bank provides banking and wealth-related services, including investment, advisory, and insurance solutions through Wilmington Advisors @ M&T and LPL representatives.

What you will do

• Build and grow a book of business through referrals, new client development, and retail branch partnerships.
• Deliver personalized investment and insurance solutions aligned with client goals.
• Partner with branch, business banking, and wealth teams to generate client opportunities.
• Conduct portfolio reviews and recommend strategies to grow and protect assets.
• Manage the full client lifecycle from discovery through long-term relationship management.

Requirements

• At least 4 years of investment and/or insurance sales experience.
• Proven success growing client relationships and assets under management.
• Strong business development and networking skills.
• Bachelor’s degree plus at least 2 years of relevant sales, financial services, or retail banking experience, or the stated equivalent combination of education and experience.
• Series 7, 63, and 65 or 66 licenses.
• Life/Variable Insurance license.

Culture & Benefits

• Established referral network across Retail, Business Banking, and Wealth partners.
• Access to a broad suite of investment and insurance solutions.
• Collaborative, relationship-driven working environment.
• Opportunity to build a scalable, long-term advisory practice.
• Compensation is commission-based with an advanced draw salary.