Senior Wealth Investment Advisor Associate

M&T Bank; Baltimore (MD); On-site; USD 77,000 - 129,000; Full time

Job summary

M&T Bank is seeking a detail-oriented professional to assist Wealth Advisory Services in delivering client-focused investment support. You will help Advisors prep for meetings, craft portfolio letters, and coordinate with trust and advisory teams to review performance.

Calm under pressure, you will stay informed on regulatory changes and risk controls while helping expand client relationships and maintain strong service standards across the team in Baltimore.

Qualifications

• Bachelor’s degree or 4 years' combined education and/or work experience.
• General understanding of stocks and bonds.
• Experience reading business periodicals and technical procedures.
• Proficient with common office software and devices.
• Strong verbal and written communication skills.
• Proven presentation skills and customer focus.
• Ability to work effectively in a team.

Responsibilities

• Support Investment Advisors in meeting prep and client meetings.
• Prepare portfolio recommendation letters for advisory and trust accounts.
• Coordinate with AO and other teams; review investment performance.
• Develop knowledge of Bank resources to enhance client service.
• Join internal meetings and support pre/post-call planning with partners.
• Understand regulatory changes and risk/controls expectations.
• Identify opportunities to expand client relationships under supervision.

Skills

Stocks & bonds knowledge

Verbal and written communication

Presentation skills

Customer focus

Teamwork

Office software proficiency

Education

Bachelor’s degree or 4 years of combined education/experience

Bachelor's degree in Finance/Accounting/Economics or related field

Tools

Microsoft Office

Job description

Overview

Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations.

Primary Responsibilities

• Support assigned Investment Advisor(s) in preparing for client meetings and providing support.
• Prepare portfolio recommendation letters for advisory and co-trustee accounts, AO coordination's or best fit recommendations, and investment performance reviews.
• Develop and maintain a working knowledge of Bank resources to facilitate client service delivery and expand client relationships.
• Participate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners.
• Develop an understanding of changes in the industry including Federal and state specific and various government regulations.
• Participate in sales effort. Identify and develop additional opportunities with existing clients.
• Maintain positive working relationships. Under direction, provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Scope of Responsibilities

Integral to the position is the ability to communicate internally with Bank management and executives and externally with clients and their representatives.

Supervisory/Managerial Responsibilities

Education and Experience Required

• Bachelor’s degree, or in lieu of a degree, a combined minimum of 4 years’ higher education and/or work experience
• General understanding of stocks and bonds
• Experience reading, analyzing, and interpreting general business periodicals, professional journals, and technical procedures
• Proficient personal computer skills with solid knowledge of pertinent office software
• Demonstrated verbal and written communication skills
• Demonstrated presentation skills
• Strong customer focus
• Proven experience working effectively within a team environment

Education and Experience Preferred

• Bachelor's degree in Finance, Accounting, Economics, or related field

Physical Requirements

N/A

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $77,300.00 - $128,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Baltimore, Maryland, United States of America