Junior Financial Advisor

Location: Easton, Maryland, United States

Company

M&T Bank provides banking, investment advisory, securities, and insurance services through its banking and advisory operations.

What you will do

• Build client relationships through referrals and partnerships with branches.
• Develop an individual book of business in the Easton market.
• Deliver investment and insurance solutions.
• Support portfolio reviews and client lifecycle management.
• Partner with Retail, Business Banking, and Wealth teams.

Requirements

• Bachelor’s degree and at least 2 years of experience in sales, sales administration, financial services, or retail banking; alternatively, 6 years of combined higher education and/or work experience including at least 2 years in these areas.
• FINRA Series 7, 63, and 65 or 66 licenses.
• Pertinent state Life/Variable Insurance licenses.
• Banking, sales, or client-facing experience and strong relationship-building skills.
• Licenses may be obtained after joining if not already held.

Culture & Benefits

• Hands-on mentorship from a senior producer.
• Established referral network.
• Clear path to grow an independent advisory practice.
• Commission-based compensation with an advanceable draw.