Affluent Market Financial Advisor (Draw Salary plus commission)

M&T Bank; Baltimore (MD); Híbrido; USD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Referral network

Investment solutions

Collaborative culture

Long-term practice building

Descripción de la vacante

M&T Bank in Baltimore is seeking a Financial Advisor to grow and manage a book of business in the Greater Baltimore area. You’ll work with a strong referral network across Retail, Business Banking, and Wealth teams to deliver advice-based solutions.

Responsibilities include building a book through referrals, delivering investment and insurance solutions, conducting portfolio reviews, and guiding clients through the full lifecycle from discovery to long-term relationships.

Formación

• 4+ 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

Responsabilidades

• Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships
• 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

Conocimientos

Investment and Insurance Sales

Client Relationship Development

Business Development & Networking

Independent with Internal Partnerships

Educación

Bachelor's degree or equivalent

Descripción del empleo

Financial Advisor (Greater Baltimore Market)

- Baltimore, MD & 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 Baltimore 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

• 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:

• 4+ 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.

#LI-ES1

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

Baltimore, Maryland, United States of America