Wealth Investment Associate: Client-Focused Wealth Growth

M&T Bank; Wilmington (DE); On-site; USD 45,000 - 74,000; Full time

Benefits offered by this job

Competitive pay

Job summary

M&T Bank is seeking an Investment Associate to support Wealth Advisory Services in Wilmington, DE. You will maintain current knowledge of markets, articulate investment ideas, and assist in preparing IPS and client recommendations.

You will support Investment Advisors, engage in portfolio reviews, participate in sales opportunities, and help ensure compliance with regulatory standards. Strong communication and teamwork are essential in this client‑facing, fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent experience in finance/investment fields.
• Comprehensive industry and investment knowledge.
• Strong reading, analysis, and interpretation of business publications and regulations.
• Proficient PC skills with office software.

Responsibilities

• Maintain current knowledge of financial markets, investment process, and wealth management offering.
• Develop IPS with clients including annual reviews and updates; implement investment strategies.
• Prepare and review portfolio letters and performance reviews with Investment Advisor as needed.

Skills

Investment knowledge

Verbal communication

Written communication

Team collaboration

Customer focus

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

CFA or CFP in progress

Tools

MS Office

Portfolio software

Job description

M&T Bank is seeking an Investment Associate to support Wealth Advisory Services in Wilmington, DE. You will maintain current knowledge of markets, articulate investment ideas, and assist in preparing IPS and client recommendations.

You will support Investment Advisors, engage in portfolio reviews, participate in sales opportunities, and help ensure compliance with regulatory standards. Strong communication and teamwork are essential in this client‑facing, fast-paced environment.