Financial Advisor

M&T Bank • Rockville, MD

7d • Hybrid

About The Position

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.

Requirements

• 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
• 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
• Series 7, 63, and 65 or 66
• Life/Variable Insurance license

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level