M&T Bank
Financial Advisor
51 West Edmonston Drive, Rockville, MD 20851
Full-time · $72k–$120k (as posted)
First seen by offpeak October 8, 2026
See your drive time Apply on M&T Bank's site
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