Senior Wealth Investment Advisor (Hybrid)

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

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.