Affluent Market Financial Advisor (Draw Salary plus commission)

Responsibilities

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

Additional Information

Financial Advisor (Greater Baltimore Market) - Catonsville, 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 Catonsville 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.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at mtb? Share your experience