About this role
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