Senior Wealth Investment Advisor Associate

Location: Baltimore, Maryland, United States of America

Salary: $77,300–$128,900 annual USD

Company

M&T Bank provides banking and wealth advisory products and services.

What you will do

• Support investment advisors in preparing for client meetings and delivering wealth advisory services.
• Prepare portfolio recommendation letters, best-fit recommendations, account coordination materials, and investment performance reviews.
• Provide support and information to clients, Private Client Advisors, Trust Advisors, Relationship Managers, and other internal partners.
• Participate in pre-call and post-call planning, internal meetings, and later-stage sales activities.
• Identify additional opportunities with existing clients and support the delivery of investment products.
• Monitor regulatory changes and escalate risk-related issues in accordance with company controls and standards.

Requirements

• Bachelor’s degree, or a combination of at least four years of higher education and/or work experience.
• General understanding of stocks and bonds.
• Ability to read and interpret business publications, professional journals, and technical procedures.
• Proficient personal computer and office software skills.
• Strong verbal, written, presentation, customer service, and teamwork skills.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field is preferred.

Culture & Benefits

• Commitment to fair, competitive, and market-informed employee compensation.
• Work includes collaboration with bank management, executives, clients, and client representatives.
• Role operates within established risk, regulatory, audit, and internal control standards.