Affluent Market Financial Advisor; Draw

Financial Advisor – Greater Baltimore Market (Catonsville, MD & surrounding area)

• 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.

• 4+ years of investment and/or insurance sales experience.
• Proven track record of growing client relationships and assets under management.
• Strong business development and networking skills.
• Ability to work independently while leveraging internal partnerships.

Combined minimum of 6 years higher education and/or work experience, including a minimum of 4 years investment or insurance sales experience.

• Series7, 63, and 65 or 66.
• Life/Variable Insurance license.

• 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.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug‑free workplace.