Financial Advisor
- Company: M&T Bank Corp.
- Location: Rockville, MD
- Work mode: On-site
- Job type: Full-Time
- Posted: 2026-10-08
FINANCIAL ADVISOR (WASHINGTON, DC & NORTHERN VIRGINIA MARKET)
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
What You Bring:
* 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
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 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 - $120,300.00 (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
LOCATION
Rockville, Maryland, United States of America