Financial Advisor
- Location
- Rockville, MD
- Listed
- 3 days ago
About the role
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
- 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
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 Mtb's careers page, first listed on Rolev.ai on November 6, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
Where is the Financial Advisor job at Mtb located?
This Financial Advisor position at Mtb is located in Rockville, MD. Always check Mtb's application page for specific state eligibility or relocation policies.
How do I apply for the Financial Advisor position at Mtb?
This listing links directly to Mtb's Workday application page. You can apply directly on Mtb's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.