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
Skills Required
- Bachelor's degree, or an equivalent combination of at least 6 years of higher education and/or work experience
- At least 2 years of sales, sales administration, financial services, retail banking, business development, relationship management, or client-facing experience
- Series 7 license
- Series 63 license
- Series 65 or 66 license
- Life/Variable Insurance license
- 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
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.
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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.
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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.
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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.
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