Baltimore Financial Advisor: Grow a High-Net-Worth Book

M&T Bank; Baltimore (MD); Híbrido; USD 120 000 - 180 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Referral network

Investment solutions

Collaborative culture

Long-term practice building

Resumo da oferta

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.

Qualificações

• 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

Conhecimentos

Investment and Insurance Sales

Client Relationship Development

Business Development & Networking

Independent with Internal Partnerships

Formação académica

Bachelor's degree or equivalent

Descrição da oferta de emprego

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.