Financial Advisor

M&T Bank Corporation; Rockville (MD); On-site; USD 72,000 - 120,000; Full time

Job summary

M&T Bank Corporation is seeking a Financial Advisor to grow and manage a book across the Washington, DC and Northern Virginia market. A strong referral network from Retail, Business Banking and Wealth partners supports this role, enabling relationship-building and tailored financial solutions.

Based in Rockville, Maryland, you will work with branch teams and wealth professionals to identify opportunities, conduct portfolio reviews, and guide clients toward their financial goals with

Qualifications

• Bachelor's degree and 2+ years in sales/financial services or 6+ years combined education/experience.
• Series 7, 63, and 65 or 66 Life/Variable Insurance license.
• Strong ability to build client relationships and develop new business.

Responsibilities

• Build and grow a book of business through referrals and partnerships with branch teams.
• Deliver personalized investment and insurance solutions aligned to client goals.
• Partner with branches, business banking, and wealth professionals to find client opportunities.
• Conduct portfolio reviews and provide strategies to grow, preserve, transfer wealth.
• Manage full client relationship lifecycle from discovery to ongoing advisory service.

Skills

Sales experience

Relationship management

Prospecting

Networking

Independent worker

Client-focused advice

Education

Bachelor's degree

Six years combined education/experience

Tools

Series 7/63/65/66 licenses

Job description

Financial Advisor (Washington, DC & Northern Virginia Market)

Build your book with a strong referral network. M&T Bank is hiring a Financial Advisor to grow and manage a book of business across the Washington, DC and Northern Virginia market. This role offers access to a well-established referral network through Retail, Business Banking, and Wealth partners, providing a steady flow of opportunities so you can focus on building relationships, deepening client connections, and delivering personalized financial solutions.

What You’ll Do:

• Build and grow a book of business through referrals, proactive business development, and partnerships with retail branch teams throughout the DC and Northern Virginia market
• Deliver personalized investment and insurance solutions tailored to 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

What You Bring:

• 2+ years of sales, business development, relationship management, retail banking, financial services, or client-facing experience
• Demonstrated ability to build client relationships and develop new business opportunities
• Strong prospecting, networking, and relationship-building skills
• Ability to work independently while leveraging internal partnerships and referral sources
• Passion for helping clients achieve their financial goals through personalized advice and solutions

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 across one of the region's most affluent and growth-oriented markets
• Access to a comprehensive suite of investment and insurance solutions
• Strong partnership culture across Retail, Business Banking, and Wealth Management
• Opportunity to build a scalable, long-term practice while making a meaningful impact on clients' financial futures
• Backing of a respected regional bank with a relationship-focused approach to client service

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $72,200.00 - $120,300.00 (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Rockville, Maryland, United States of America

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve.

M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust.

M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C.

For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers.

We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution.

As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year.

Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do.

We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.

View M&T’s Human Capital Report to learn more.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.

M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.