Senior Wealth Investment Advisor Associate

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

Job summary

M&T Bank is seeking a Senior Wealth Investment Advisor Associate in Baltimore, MD. The role supports Wealth Advisory Services, preparing client materials, and coordinating with Private Client Advisors, Financial Advisors, and Relationship Managers to deliver comprehensive investment solutions.

You will learn Bank resources, participate in sales efforts, and help maintain regulatory compliance while delivering exceptional client service in a hybrid work environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4+ years combined higher education and/or work experience.
• Proficient in stock and bond concepts and market terminology.
• Strong communication, presentation, and client-service skills.

Responsibilities

• Support Investment Advisors in client meeting preparation and follow-ups.
• Prepare portfolio recommendation letters for advisory accounts and performance reviews.
• Develop knowledge of Bank resources to enhance client service and relationships.
• Participate in internal meetings and post-call planning with partners.
• Identify regulatory changes and assist in sales activities to develop client opportunities.

Job description

## Senior Wealth Investment Advisor AssociateApplyremote type: Hybrid Positionlocations: Baltimore, MDtime type: Full timeposted on: Posted Todayjob requisition id: R89167# **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 experienceGeneral understanding of stocks and bondsExperience reading, analyzing, and interpreting general business periodicals, professional journals, and technical proceduresProficient personal computer skills with solid knowledge of pertinent office softwareDemonstrated verbal and written communication skillsDemonstrated presentation skillsStrong customer focusProven experience working effectively within a team environment## **Education and Experience Preferred:**Bachelor's degree in Finance, Accounting, Economics, or related field## **Physical Requirements:**## N/AM&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### About UsGreat companies have an enduring sense of purpose. At M&T, our purpose is a simple one: **make a difference in people’s lives and uplift the communities we serve**. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution.**As an employer of choice, we are proud to offer** **competitive benefits** ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. ViewM&T’s Human Capital Report to learn more.**Ready to join our team?** Submit your application today!If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at [e-mail] for assistance.M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.