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Financial Advisor

$72.2k - $120.3k

M&T Bank

Financial AdvisorRockville, Maryland, United States of AmericaBuild 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 marketDeliver personalized investment and insurance solutions tailored to client goals and financial objectivesPartner with branch, business banking, and wealth professionals to identify and develop new client opportunitiesConduct portfolio reviews and provide strategic recommendations to help clients grow, preserve, and transfer wealthManage the full client relationship lifecycle, from initial discovery through ongoing advice and serviceWhat You Bring:2+ years of sales, business development, relationship management, retail banking, financial services, or client-facing experienceDemonstrated ability to build client relationships and develop new business opportunitiesStrong prospecting, networking, and relationship-building skillsAbility to work independently while leveraging internal partnerships and referral sourcesPassion for helping clients achieve their financial goals through personalized advice and solutionsEducation 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 experienceLicenses Required:Series 7, 63, and 65 or 66Life/Variable Insurance licenseWhy Join M&T:Established referral network across one of the region's most affluent and growth-oriented marketsAccess to a comprehensive suite of investment and insurance solutionsStrong partnership culture across Retail, Business Banking, and Wealth ManagementOpportunity to build a scalable, long-term practice while making a meaningful impact on clients' financial futuresBacking of a respected regional bank with a relationship-focused approach to client serviceM&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.

Vacancy posted 1 day ago
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