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Financial Advisor
Job in
Rockville, Montgomery County, Maryland, 20849, USA
Listed on 2026-10-13
Listing for:
M&T Bank
Full Time
position Listed on 2026-10-13
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
Washington, DC, Northern VA & surrounding area Build 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 market
- Deliver personalized investment and insurance solutions tailored to client goals and financial objectives
- Partner with branch, business banking, and wealth professionals to identify and develop new client opportunities
- Conduct portfolio reviews and provide strategic recommendations to help clients grow, preserve, and transfer wealth
- Manage the full client relationship lifecycle, from initial discovery through ongoing advice and service
- 2+ years of sales, business development, relationship management, retail banking, financial services, or client-facing experience
- Demonstrated ability to build client relationships and develop new business opportunities
- Strong prospecting, networking, and relationship-building skills
- Ability to work independently while leveraging internal partnerships and referral sources
- Passion for helping clients achieve their financial goals through personalized advice and solutions
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
Required:
- Series 7, 63, and 65 or 66
- Life/Variable Insurance license
- Established referral network across one of the region's most affluent and growth-oriented markets
- Access to a comprehensive suite of investment and insurance solutions
- Strong partnership culture across Retail, Business Banking, and Wealth Management
- Opportunity to build a scalable, long-term practice while making a meaningful impact on clients' financial futures
- Backing of a respected regional bank with a relationship-focused approach to client service
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $72,200.00 - $ (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
LocationRockville, Maryland, United States of America
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