Financial Advisor

Location: Rockville, Maryland, United States of America; serving the Washington, DC, Northern Virginia, and surrounding market.

Salary: $72,200.00–$120,300.00 USD per year.

Company

M&T Bank is a regional bank providing relationship-focused retail, business banking, wealth management, investment, and insurance services.

What you will do

• Build and grow a book of business through referrals, proactive business development, and partnerships with retail branch teams.
• Deliver personalized investment and insurance solutions aligned with client goals and financial objectives.
• Partner with branch, business banking, and wealth professionals to identify and develop new client opportunities.
• Conduct portfolio reviews and provide strategic recommendations to help clients grow, preserve, and transfer wealth.
• Manage the full client relationship lifecycle from initial discovery through ongoing advice and service.

Requirements

• At least 2 years of experience in sales, business development, relationship management, retail banking, financial services, or client-facing work.
• Bachelor’s degree, or a combination of at least 6 years of higher education and/or work experience in lieu of a degree.
• Demonstrated ability to build client relationships and develop new business opportunities.
• Strong prospecting, networking, and relationship-building skills.
• Series 7, 63, and 65 or 66 licenses.
• Life/Variable Insurance license.

Culture & Benefits

• Access to an established referral network across Retail, Business Banking, and Wealth Management.
• Comprehensive investment and insurance solutions to support client needs.
• Partnership-focused environment with internal referral sources.
• Opportunity to build a scalable, long-term financial advisory practice.