Senior Wealth Investment Advisor & Strategy 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

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.