Financial Advisor
- Location
- Rockville, MD
- Work mode
- On-site
- Employment type
- Full-time
About the job
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
- 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
• 2+ years of sales, business development, relationship management, retail banking, financial services, or client-facing experience
- 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
• 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
- 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
• Series 7, 63, and 65 or 66
- Series 7, 63, and 65 or 66
- Life/Variable Insurance license
- 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
From M&T Bank's careers page (Workday), checked 29 Oct 2026.
How to apply
- Select Apply on mtb.wd5.myworkdayjobs.com. It opens M&T Bank's own application form in a new tab, run on Workday.
- Fill in the form and upload your résumé there. Jobiwork never sees your application.
- M&T Bank will reply to you directly. No real employer asks you for money to apply.
Posted 7 Oct 2026 · checked 29 Oct 2026 · Report this job