Wealth Advisor – Baltimore Market: Grow Your Book

M&T Bank

Baltimore (MD)

On-site

USD 85,000 - 120,000

Full time

7 days ago

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Job summary

M&T Bank in Baltimore, Maryland is seeking a Financial Advisor to grow and manage a book of business in the Greater Baltimore Market. You will leverage a robust referral network across Retail, Business Banking, and Wealth teams to focus on delivering advice-based solutions.

Responsibilities include building a book via referrals, delivering tailored investment and insurance solutions, conducting portfolio reviews, and managing the full client lifecycle from discovery to long-term relationships in

Qualifications

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.

Responsibilities

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.