Senior Wealth Investment Advisor

Location: New York, New York, United States of America

Salary: $170,500–$284,100 annual

Company

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

What you will do

• Provide comprehensive investment management and wealth advisory services to clients.
• Develop, review, and update Individual Policy Statements and implement investment strategies.
• Manage significant and complex fiduciary accounts in accordance with investment methodologies, laws, regulations, and standards.
• Explain market conditions, investment processes, performance measurement, products, and services to clients and prospects.
• Develop existing client relationships and support proposals and presentations for new business opportunities.
• Mentor trust professionals, collaborate with advisors and management, and participate in divisional initiatives.

Requirements

• Bachelor’s degree and at least 7 years of investment-related experience, or an equivalent combination of education and experience including 7 years in investments.
• Comprehensive knowledge of financial markets, investments, and wealth management.
• Ability to interpret business publications, professional journals, technical procedures, and government regulations.
• Strong verbal, written, presentation, listening, relationship-building, and teamwork skills.
• Proficiency with personal computers and relevant office software.
• Ability to follow risk, regulatory, compliance, and internal control standards.

Nice to have

• MBA or another master’s degree in business administration.
• CFA and/or CFP certification.
• Experience serving high net worth clients and managing complex client relationships.

Culture & Benefits

• Professional team environment supporting integrated wealth management services.
• Ongoing training and informational meetings covering markets, processes, and platforms.
• Opportunities to participate in divisional projects, group meetings, and initiatives.
• Work focused on belonging, risk awareness, regulatory standards, and client service.