Affluent Market Financial Advisor (Draw Salary plus commission)

Wilmington TrustBaltimore, MD
Onsite

About The Position

M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Catonsville 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.

Requirements

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

Responsibilities

  • 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

Benefits

  • medical
  • retirement
  • forty hours of paid volunteer time each year
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