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Affluent Market Financial Advisor (Draw Salary plus commission)

M&T BankM&T Bank·Banking

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1 day

01

About the role

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.

What You’ll Do:

  • 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:

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.

Location

Baltimore, Maryland, United States of America
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Aplyr's read

M&T Bank is a regional financial institution with a strong community focus, attracting professionals in commercial banking and financial services.

Synthesized from recent postings & public sources

What's promising

  • M&T Bank has a strong regional presence in the Northeastern U.S.
  • The bank offers diverse career opportunities in commercial and retail banking.
  • M&T Bank is known for its community-oriented approach and local involvement.

What to watch

  • M&T Bank faces competition from larger national banks.
  • Limited public information about its technological innovation initiatives.
  • The bank's regional focus may limit geographic career mobility.

Why M&T Bank

  • M&T Bank emphasizes a community-focused banking model.
  • The company offers specialized roles in commercial credit and equipment financing.
  • M&T Bank provides hybrid work opportunities for certain roles, enhancing work-life balance.

Aplyr’s read is generated by AI from public sources. Was it useful?

03

About M&T Bank

M&T Bank is a regional bank holding company that provides a wide range of financial services, including commercial and retail banking, investment services, and mortgage banking.

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