Wealth Investment Associate (Finance)

Location: Boston, Massachusetts, United States of America

Salary: $34.10–$56.83 hourly (USD)

Company

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

What you will do

• Provide investment management support for Wealth Advisory Services clients.
• Maintain knowledge of financial markets, investment processes, wealth management offerings, and relevant products and services.
• Develop and update Individual Policy Statements and implement investment strategy recommendations.
• Prepare portfolio recommendation letters, investment performance reviews, and related account recommendations.
• Support assigned Investment Advisors and collaborate with clients, Private Client Advisors, Trust Advisors, management, and executives.
• Participate in sales efforts by identifying additional opportunities with existing clients.

Requirements

• Bachelor’s degree and at least one year of investment-related experience, or five years of combined higher education and/or work experience including at least one year of investment-related experience.
• Comprehensive knowledge of the investment industry and financial markets.
• Ability to analyze business periodicals, professional journals, technical procedures, and government regulations.
• Proficient personal computer and office software skills.
• Strong verbal, written, presentation, and client service skills.
• Experience working 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.
• Responsibility for maintaining risk, regulatory, internal control, and audit standards.
• Opportunity to support belonging and represent the M&T Bank brand.
• Market-informed hourly compensation based on knowledge, skills, and experience.