Regional Financial Advisor – DC & NOVA Wealth Growth

M&T Bank Corporation; Rockville (MD); Sur place; USD 72 000 - 120 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Sales experience

Relationship management

Prospecting

Networking

Independent worker

Client-focused advice

Formation

Bachelor's degree

Six years combined education/experience

Outils

Series 7/63/65/66 licenses

Description du poste

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