Wealth Investment Associate (Fintech)

Location: Wilmington, Delaware, United States of America

Salary: $32.33–$53.89 per hour

Company

M&T Bank provides banking, investment management, and wealth advisory services.

What you will do

• Support comprehensive investment management services for Wealth Advisory Services clients.
• Develop and update Individual Policy Statements and implement investment strategy recommendations.
• Prepare portfolio recommendation letters, investment performance reviews, and related account analyses.
• Monitor financial markets, investment products, wealth management services, and regulatory developments.
• Support Investment Advisors, Private Client Advisors, Trust Advisors, clients, and prospects.
• Participate in client relationship development and identify additional opportunities.

Requirements

• Bachelor’s degree and at least one year of investment-related experience, or an equivalent combination of education and work experience with at least one year in investments.
• Comprehensive knowledge of investment and financial markets.
• Ability to analyze business publications, professional journals, technical procedures, and government regulations.
• Strong verbal, written, presentation, and customer service skills.
• Proficiency with personal computers and relevant office software.
• Ability to work effectively in a professional team environment.

Nice to have

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Progress toward CFA or CFP certification.

Culture & Benefits

• Professional team environment supporting integrated wealth management services.
• Responsibilities include adherence to risk, regulatory, and internal control standards.
• Work involves communication with bank management, executives, clients, and client representatives.
• Compensation is market-informed and based on knowledge, skills, and experience.