Wealth Investment Advisor Associate: Client-Focused Support

mtb; Wilmington (DE); On-site; USD 77,000 - 129,000; Full time

Job summary

M&T Bank in Wilmington, Delaware, is seeking an Investment Advisor Support professional to assist advisors in client meetings, prepare portfolio recommendations, and coordinate investment reviews. You will help expand client relationships while ensuring compliance with regulatory standards and risk controls.

The role emphasizes strong communication, teamwork, and a solid understanding of stocks and bonds, with attention to audit points and internal controls in a dynamic wealth advisory setting.

Qualifications

• Bachelor's degree or a combination of 4 years of education and/or work experience is required.
• General understanding of stocks and bonds.
• Experience reading, analyzing, and interpreting general business periodicals, journals, and technical procedures.
• Proficient PC skills with office software.
• Demonstrated verbal and written communication skills.
• Demonstrated presentation skills.
• Strong customer focus and ability to work in a team.

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 as a support resource to partners in the sales process.
• Understand regulatory changes at federal and state levels and different government regulations.
• Identify and develop additional opportunities with existing clients.
• Maintain positive working relationships and provide necessary support and information to clients and advisors for all investment products.
• Adhere to the Company's risk and regulatory standards and escalate risk-related issues.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain internal controls and assist with audit points and regulator inquiries.
• Complete other related duties as assigned.

Education

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

Combined education/work experience

General understanding of stocks and bonds

Strong communication skills

Verbal and written communication

Presentation skills

Team-oriented and collaborative

Proficient PC skills

Job description

M&T Bank in Wilmington, Delaware, is seeking an Investment Advisor Support professional to assist advisors in client meetings, prepare portfolio recommendations, and coordinate investment reviews. You will help expand client relationships while ensuring compliance with regulatory standards and risk controls.

The role emphasizes strong communication, teamwork, and a solid understanding of stocks and bonds, with attention to audit points and internal controls in a dynamic wealth advisory setting.