Affluent Market Financial Advisor
001 manufacturers traders trust
📍 baltimore maryland united states🕐 8d ago🔗 workday
Job Description
**Financial Advisor (Greater Baltimore Market)**
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\- Baltimore, MD & surrounding area
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**Build your book with a strong referral network.**
M&T Bank is hiring a **Financial Advisor** to grow and manage a book of business in the Baltimore market. This role offers access to a robust referral network across Retail, Business Banking, and Wealth partners—giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions.
**What You’ll Do:**
* 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
**What You Bring:**
* 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
**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** to accelerate your book growth
* Access to a broad suite of **investment and insurance solutions**
* Collaborative, relationship-driven environment
* Opportunity to build a scalable, long-term 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.
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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**
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Baltimore, Maryland, United States of America