Financial Advisor

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

Job summary

M&T Bank in Rockville, MD seeks a Financial Advisor to grow and manage a book of business across Washington DC and Northern Virginia. You will leverage a robust referral network from Retail, Business Banking, and Wealth partners to build relationships and deliver personalized financial solutions.

Responsibilities include prospecting, portfolio reviews, and collaboration with banking teams to identify opportunities, while maintaining full client lifecycle management from discovery to ongoing

Qualifications

• Bachelor's degree plus 2+ years in sales or financial services
• Licenses: Series 7, 63, 65 or 66; Life/Variable Insurance license

Responsibilities

• Build and grow a book of business via referrals and partnerships with branch teams across the DC and Northern Virginia market
• Deliver personalized investment and insurance solutions aligned to client goals
• Partner with branch, business banking, and wealth professionals to identify and develop new client opportunities
• Conduct portfolio reviews and provide strategic recommendations to grow, preserve, and transfer wealth
• Manage the full client relationship lifecycle from discovery through ongoing advice and service

Skills

Sales experience

Relationship management

Networking

Independent work

Client-focused

Education

Bachelor's degree or equivalent

Tools

Series 7/63/65/66 licenses

Life/Variable Insurance license

Job description

Financial Advisor (Washington, DC & Northern Virginia Market)

Washington, DC, Northern VA & 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 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