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.LocationBaltimore, Maryland, United States of AmericaSkills Required
- 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
- Bachelor's degree and at least 2 years of sales, sales administration, financial services, and/or retail banking experience, or equivalent combined education and work experience
- Series 7 license
- Series 63 license
- Series 65 or 66 license
- Life/Variable Insurance license
M&T Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about M&T Bank and has not been reviewed or approved by M&T Bank.
-
Retirement Support — Retirement benefits are positioned as a strong pillar, including a 401(k) match and the possibility of an additional employer contribution, plus access to an employee stock purchase plan.
-
Leave & Time Off Breadth — Time-off offerings are framed as competitive, with a flexible PTO approach and paid volunteer time called out as a meaningful add-on to standard leave.
-
Wellbeing & Lifestyle Benefits — Wellbeing support appears comparatively robust, highlighted by mental-health therapy/coaching sessions and broader wellness programming alongside community-oriented perks.
M&T Bank Insights
What We Do
M&T Bank is a multi-state community-focused bank serving New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and Washington, D.C. Founded in 1856, the company provides banking, investment, insurance and mortgage financial services to more than 3.6 million consumer, business and government clients.
