Senior Wealth Investment Advisor Associate

About the role

Supports Wealth Advisory Services in the integrated delivery of products and services consistent with the financial goals of clients and IST recommendations.

Responsibilities

• Support assigned Investment Advisor(s) in preparing for client meetings and providing ongoing 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 regulations.
• Participate in sales efforts by identifying and developing additional opportunities with existing clients.
• Maintain positive working relationships and provide necessary support and information to clients, Private Client Advisors, Trust Advisors, and 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.
• Complete other related duties as assigned.

Integral to the position is the ability to communicate internally with Bank management and executives and externally with clients and their representatives.

Requirements

• Bachelor’s degree, or in lieu of a degree, a combined minimum of 4 years’ higher education and/or work experience.
• General understanding of stocks and bonds.
• Experience reading, analyzing, and interpreting general business periodicals, professional journals, and technical procedures.
• Proficient personal computer skills with solid knowledge of pertinent office software.
• Demonstrated verbal and written communication skills.
• Demonstrated presentation skills.
• Strong customer focus.
• Proven experience working effectively within a team environment.

Preferred Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.

Pay

The pay range for this position is $77,300.00 - $128,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Baltimore, Maryland, United States of America