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Sobre esta vaga de Financial Advisor na M&T Bank

M&T Bank · Presencial · Rockville, MD

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
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Sobre a M&T Bank

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve . M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities an

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