Affluent Market Wealth Advisor - Growth Through Referrals

M&T Bank Corporation; Baltimore (MD); Hybrid; USD 85,000 - 140,000; Full time

Job summary

M&T Bank Corporation is seeking a Financial Advisor in the Greater Baltimore Market to grow and manage a book of business in the Baltimore area. You will build relationships through a robust referral network across Retail, Business Banking, and Wealth partners, delivering advice-based solutions and tailored investment/insurance strategies.

You will collaborate with branch, business banking, and wealth teams to generate opportunities, conduct portfolio reviews, and manage the client lifecycle

Qualifications

• 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.
• Bachelor's degree and 2+ years in sales/financial services or 6 years combined education/work with 2+ years sales.

Responsibilities

• 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.

Skills

Relationship building

Networking

Business development

Independent work

Education

Bachelor's degree + 2 years sales/financial services experience

Job description

M&T Bank Corporation is seeking a Financial Advisor in the Greater Baltimore Market to grow and manage a book of business in the Baltimore area. You will build relationships through a robust referral network across Retail, Business Banking, and Wealth partners, delivering advice-based solutions and tailored investment/insurance strategies.

You will collaborate with branch, business banking, and wealth teams to generate opportunities, conduct portfolio reviews, and manage the client lifecycle