Senior Wealth Investment Advisor Associate

Wilmington Trust; New York (NY); On-site; USD 85,800 - 143,000; Full time

Job summary

M&T Bank in New York is seeking a Wealth Advisory support role to assist Investment Advisors in client meeting preparation and portfolio reviews. You will help craft recommendation letters and coordinate AO and co-trustee accounts to align with client goals.

The role requires understanding of stocks and bonds, strong communication, and ability to work with teams across the bank. It offers exposure to advisory products and regulatory awareness in a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent with at least 4 years of combined education/experience.
• General understanding of stocks and bonds.
• Ability to read and interpret general business publications and technical procedures.
• Proficient with standard office software.
• Strong verbal and written communication.
• Strong presentation skills.
• Customer-focused and team-oriented.

Responsibilities

• Support Investment Advisors in client meeting prep and follow-up.
• Prepare portfolio recommendation letters for advisory and co-trustee accounts.
• Acquire working knowledge of Bank resources to aid client service.
• Participate in internal and pre/post-call planning with partners.
• Understand regulatory changes at federal and state levels.
• Identify new opportunities with existing clients.
• Provide information to clients and advisors about investment products.
• Adhere to risk and regulatory standards and escalate issues.
• Support a culture aligned with the M&T Bank brand.
• Assist with internal controls and audit points as required.
• Perform other related duties as assigned.

Skills

Stocks and bonds

Verbal and written communication

Presentation skills

Customer focus

Teamwork

General computer skills

Education

Bachelor's degree

Finance/Economics degree

4 years higher education/experience

Tools

Office software

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.

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, analysing, 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.

Compensation

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