Senior Wealth Investment Advisor Associate

Location: Baltimore, Maryland, United States

Salary: $77,300–$128,900 annual USD

Company

M&T Bank provides banking and wealth management products and services for clients.

What you will do

• Support investment advisors with client meeting preparation and ongoing client service.
• Prepare portfolio recommendation letters, best-fit recommendations, and investment performance reviews for advisory and co-trustee accounts.
• Coordinate with Private Client Advisors, Financial Advisors, Relationship Managers, Trust Advisors, and other internal partners.
• Develop client relationships and identify additional investment opportunities with existing clients.
• Monitor industry, federal, and state regulatory developments relevant to investment advisory services.
• Follow risk, regulatory, internal control, and audit standards, escalating risk-related issues when necessary.

Requirements

• Bachelor’s degree, or a combined minimum of four years of higher education and/or work experience in lieu of a degree.
• General understanding of stocks and bonds.
• Ability to read and interpret business periodicals, professional journals, and technical procedures.
• Proficient personal computer and office software skills.
• Strong verbal, written, presentation, customer service, and teamwork skills.

Nice to have

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

Culture & Benefits

• Fair, competitive, and market-informed compensation.
• Work supporting collaboration across wealth management, banking, and client advisory functions.
• Environment focused on belonging and representing the M&T Bank brand.
• Established risk management, internal control, audit, and regulatory compliance standards.