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Affluent Market Financial Advisor (Draw Salary plus commission)

M&T Bank
Posted 2 days ago, valid for a month
Location

Baltimore, MD, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • M&T Bank is seeking a Financial Advisor for the Greater Baltimore Market to build and manage a book of business through a strong referral network.
  • Candidates should have at least 4 years of investment and/or insurance sales experience, along with proven skills in client relationship growth.
  • The role involves delivering personalized investment and insurance solutions, conducting portfolio reviews, and managing the full client lifecycle.
  • A Bachelor's degree is required, along with a minimum of 2 years' relevant experience, or 6 years of combined education and work experience in related fields.
  • Compensation for this position is commission-based, with a draw advanced, and will vary based on the candidate's experience and skills.

Financial Advisor (Greater Baltimore Market)

- Baltimore, MD & 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 in the Baltimore 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.

What You’ll Do:

  • 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

What You Bring:

  • 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

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 to accelerate your book growth

  • Access to a broad suite of investment and insurance solutions

  • Collaborative, relationship-driven environment

  • Opportunity to build a scalable, long-term practice

About Wilmington Advisors @ M&T:

Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank.

#LI-ES1

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Baltimore, Maryland, United States of America



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