Senior Wealth Investment Advisor Associate

M&T Bank; New York (NY); Hybrid; USD 86,000 - 143,000; Full time

Job summary

M&T Bank in New York, NY is seeking a Hybrid Wealth Advisory Support role to assist Investment Advisors with client meetings, portfolio letters, and performance reviews. The position emphasizes understanding market changes, regulatory awareness, and cross-team collaboration.

The role shapes client service delivery, sales support, and relationship growth, aligning with IST recommendations and internal controls.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Combined minimum of 4 years’ higher education and/or work experience.
• General understanding of stocks and bonds.
• Experience reading, analyzing and interpreting business materials.
• Proficient PC skills with solid knowledge of office software.

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 knowledge of Bank resources to facilitate client service delivery and expand client relationships.
• Participate in internal meetings and pre/post-call planning with Private Client Advisors and Financial Advisors.
• Understand regulatory changes and industry developments.

Skills

Stock knowledge

Strong communication

Teamwork

MS Office

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Combined 4 years higher education and/or work experience

Tools

Microsoft Office

Job description

Hybrid - New York, New York, United States

$85,800 - $143,000/year

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.

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

Proven experience working effectively within a team environment

Education and Experience Preferred:

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

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $85,800.00 - $143,000.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

New York, New York, United States of America

M&T Bank is a regional community-focused bank offering comprehensive financial services, including banking, investments, and mortgages, to millions across multiple states since 1856.

345 Main St., Buffalo, New York 14203, US 1 Light St., Baltimore, Maryland 21202, US 1100 N. Market St., Wilmington, DE 19801, US