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Junior Financial Advisor

M&T Bank
Posted 5 months ago, valid for 11 days
Location

Easton, MD 21601, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The position serves as an advisor, providing tailored financial solutions to a book of business primarily within the mass affluent customer segment.
  • Candidates must have a minimum of 6 years of combined higher education and work experience, including at least 4 years of investment or insurance sales experience.
  • The role requires relevant licenses such as FINRA Series 7, 63, and 65 or 66, as well as state Life/Variable Insurance licenses.
  • Compensation for this role is commission-based, with a draw advanced, and varies based on the candidate's skills and experience.
  • The position is located in Easton, Maryland, and emphasizes delivering high-quality customer service while meeting regulatory compliance standards.

Financial Advisor

- Long Neck, DE

Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early-career advisor to grow within the Western Sussex County market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network.

What You’ll Do:

  • Build client relationships through referrals and branch partnerships

  • Deliver investment and insurance solutions

  • Support portfolio reviews and client lifecycle management

  • Partner across Retail, Business Banking, and Wealth teams

What You Bring:

  • Banking, sales, or client-facing experience (licensed preferred)

  • Strong relationship-building skills and growth mindset

Licenses (or willing to obtain):

  • Series 7, 63, and 65/66

  • Life/Variable Insurance

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

  • FINRA Series 7, 63 and 65 or 66 licenses

  • Pertinent state Life/Variable Insurance (LAH) licenses
    ​

Why M&T:

  • Hands-on mentorship from a senior producer

  • Established referral network

  • Clear path to grow your own 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

Long Neck, Delaware, United States of America



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