Wealth Advisor Associate | Portfolio Strategy & Client Service

M&T Bank; Wilmington (DE); On-site; USD 77,000 - 129,000; Full time

Job summary

M&T Bank in Wilmington, Delaware seeks a capable Professional to support Wealth Advisory Services and Investment Advisors. The role focuses on meeting preparation, portfolio letters, performance reviews, and expanding client relationships.

Ideal candidates understand stocks and bonds, communicate effectively, and collaborate with Private Client Advisors, Relationship Managers, and Trust Advisors. A degree or equivalent experience, plus strong office software skills, are required.

Qualifications

• Bachelor’s degree or equivalent with at least 4 years of higher education or work experience.
• General understanding of stocks and bonds.
• Strong written and verbal communication skills.
• Proficient in PC skills and office software.
• Ability to work effectively in a team and manage client relationships.

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.

Skills

Stocks & Bonds

Client Communication

Team Collaboration

Presentation Skills

Financial Analysis

PC Proficiency

Education

Bachelor’s degree

Finance / Economics focus

4 years education/experience

Tools

Microsoft Excel

General Office Software

Job description

M&T Bank in Wilmington, Delaware seeks a capable Professional to support Wealth Advisory Services and Investment Advisors. The role focuses on meeting preparation, portfolio letters, performance reviews, and expanding client relationships.

Ideal candidates understand stocks and bonds, communicate effectively, and collaborate with Private Client Advisors, Relationship Managers, and Trust Advisors. A degree or equivalent experience, plus strong office software skills, are required.