Wealth Investment Associate

About the role

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with individual financial goals of clients.

Responsibilities

• Maintain current knowledge of financial markets, Wilmington Trust investment process, and wealth management offering.
• Articulate current and relevant economic, financial, and market information, as well as all available products/services to clients and prospects.
• Develop Individual Policy Statement (IPS) with and for clients, including annual reviews and updates.
• Implement investment strategy recommendations.
• Prepare and review with Investment Advisor, as needed, portfolio recommendation letters for advisory and co-trustee accounts, AO coordinations or best-fit recommendations, and investment performance reviews.
• Maintain a thorough knowledge of various Bank resources to facilitate client service delivery and expand client relationships.
• Serve as a support associate to assigned Investment Advisor(s) as required.
• Maintain a current 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 and a minimum of 1 year’s investment-related experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year’s investment-related experience.
• Comprehensive industry and investment knowledge.
• Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures, and government regulations.
• Proficient personal computer skills with solid knowledge of pertinent office software.
• Demonstrated strong verbal and written communication skills.
• Strong presentation skills.
• Strong customer focus.
• Proven experience working effectively within a team environment.

Qualifications (Preferred)

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Working towards CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification.

Pay

The pay range for this position is $34.10 - $56.83 hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Boston, Massachusetts, United States of America