Junior Financial Advisor

M&T Bank; Easton (MD); On-site; USD 60,000 - 110,000; Full time

Job summary

M&T Bank's Wilmington Advisors is seeking a licensed banker or early-career advisor to grow in the Easton market, supported by a senior producer and a robust referral network.

You will build client relationships, deliver investment and insurance solutions, and participate in portfolio reviews while coordinating with Retail, Business Banking, and Wealth teams.

Qualifications

• 6 years of combined education/work experience, including at least 4 years in investment or insurance sales
• FINRA Series 7, 63, and 65 or 66 licenses
• State Life/Variable Insurance (LAH) licenses

Responsibilities

• Build client relationships through referrals and branch partnerships
• Deliver investment and insurance solutions
• Support portfolio reviews and client lifecycle management
• Partner across Retail, Business Banking, and Wealth teams

Skills

Client-facing experience

Relationship-building

Sales experience

Education

Bachelor's degree or higher

Job description

Financial Advisor (Easton Territory)

- Easton, MD

Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early-career advisor to grow within the Easton market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network.

What You’ll Do:

• Build client relationships through referrals and branch partnerships
• Deliver investment and insurance solutions
• Support portfolio reviews and client lifecycle management
• Partner across Retail, Business Banking, and Wealth teams

What You Bring:

• Banking, sales, or client-facing experience (licensed preferred)
• Strong relationship-building skills and growth mindset

Licenses (or willing to obtain):

• Series 7, 63, and 65/66
• Life/Variable Insurance

Experience Required:

• Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 4 years’ investment or insurance sales experience
• FINRA Series 7, 63 and 65 or 66 licenses
• Pertinent state Life/Variable Insurance (LAH) licenses

Why M&T:

• Hands-on mentorship from a senior producer
• Established referral network
• Clear path to grow your own 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.

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

Easton, Maryland, United States of America