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Affluent Market Financial Advisor (Draw Salary plus commission)

Wilmington Trust N.A.
🇺🇸 United States
On-site
2 weeks ago
  • Series 7
  • Insurance License

Not enough detail in this posting to match

Financial Advisor (Greater Baltimore Market)

- Baltimore, MD & surrounding area

Build your book with a strong referral network.

M&T Bank is hiring aFinancial Advisor to grow and manage a book of business in the Baltimore 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 personalizedinvestment 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 ofinvestment 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:

  • 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:

  • Establishedreferral network to accelerate your book growth

  • Access to a broad suite ofinvestment 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.

#LI-ES1

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

Affluent Market Financial Advisor (Draw Salary plus commission) · Wilmington Trust N.A.

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