Affluent Market Financial Advisor (Draw Salary plus commission)

Reposted 6 Days Ago
Be an Early Applicant
Easton, MD, USA
In-Office
Senior level
Fintech
The Role
Act as a financial advisor, providing tailored investment solutions for clients, growing business through referrals, and ensuring compliance with regulations.
Summary Generated by Built In
Financial Advisor (Easton Territory)- Easton, MD

Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early-career advisor to grow within the Easton market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network.

What You’ll Do:

  • Build client relationships through referrals and branch partnerships

  • Deliver investment and insurance solutions

  • Support portfolio reviews and client lifecycle management

  • Partner across Retail, Business Banking, and Wealth teams

What You Bring:

  • Banking, sales, or client-facing experience (licensed preferred)

  • Strong relationship-building skills and growth mindset

Licenses (or willing to obtain):

  • Series 7, 63, and 65/66

  • Life/Variable Insurance

Experience Required:

  • Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 4 years’ investment or insurance sales experience

  • FINRA Series 7, 63 and 65 or 66 licenses

  • Pertinent state Life/Variable Insurance (LAH) licenses

Why M&T:

  • Hands-on mentorship from a senior producer

  • Established referral network

  • Clear path to grow your own 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.

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.

LocationEaston, Maryland, United States of America

Skills Required

  • Minimum 6 years of higher education and/or work experience
  • 4 years of investment or insurance sales experience
  • FINRA Series 7, 63, and 65 or 66 licenses
  • Pertinent state Life/Variable Insurance licenses
  • Previous trust/fiduciary product, Financial Planning, Managed Accounts, or insurance experience
  • CFP, CLU, and/or ChFC designation

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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Baltimore, MD
21,590 Employees
Year Founded: 1856

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.

Similar Jobs

In-Office
Baltimore, MD, USA
21590 Employees

Comcast Logo Comcast

Enterprise Account Executive

Digital Media • Information Technology • News + Entertainment
Hybrid
Silver Spring, MD, USA
115000 Employees
65K-131K Annually

PwC Logo PwC

Industries Marketing Senior Manager

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Remote or Hybrid
68 Locations
370000 Employees
91K-322K Annually

PwC Logo PwC

Senior Data Engineer

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Remote or Hybrid
46 Locations
370000 Employees
124K-280K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account