Senior Wealth Investment Advisor

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

Salary: $170,500–$284,100 annual (USD)

Company

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

What you will do

• Provide comprehensive investment management services to Wealth Advisory Services clients.
• Develop and review Individual Policy Statements and implement investment strategy recommendations.
• Manage significant and complex fiduciary relationships and assigned investment portfolios.
• Explain market information, investment processes, performance measurement, products, and services to clients and prospects.
• Identify opportunities with existing clients and support proposals and presentations for new business.
• Collaborate with bank management, executives, Private Client Advisors, Trust Advisors, clients, and representatives while mentoring other trust professionals.

Requirements

• Bachelor’s degree and at least 7 years of investment-related experience, or an equivalent combination of higher education and work experience with at least 7 years of investment-related experience.
• Comprehensive knowledge of financial markets, investments, and wealth management.
• Ability to interpret business publications, professional journals, technical procedures, and government regulations.
• Strong verbal, written, listening, relationship-building, and presentation skills.
• Proficiency with personal computers and relevant office software.
• Experience working effectively with internal and external partners in a team environment.

Nice to have

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

Culture & Benefits

• Professional team environment supporting integrated wealth management services.
• Ongoing training and informational meetings on markets, processes, and platforms.
• Participation in divisional projects, initiatives, group meetings, and calls.
• Work aligned with risk, regulatory, internal control, and audit standards.
• Commitment to belonging and an inclusive M&T Bank brand environment.