Senior Wealth Investment Advisor (Wealth Management)

Location: Paramus, New Jersey, United States of America

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

Company

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

What you will do

• Provide comprehensive investment management and consultative advisory services to wealth advisory clients.
• Develop and maintain Individual Policy Statements, conduct annual reviews, and implement investment strategy recommendations.
• Manage complex fiduciary accounts and apply the investment methodology across assigned portfolios.
• Explain market conditions, investment processes, products, performance measurement, regulatory changes, and tax developments to clients and prospects.
• Support new business proposals, presentations, client development, and relationship management.
• Coordinate with bank management, private client advisors, trust advisors, and other internal partners while mentoring trust professionals.

Requirements

• Bachelor’s degree and at least 7 years of investment-related experience, or an equivalent combination of education and work experience with at least 7 years in investments.
• Comprehensive knowledge of financial markets, investment management, and wealth management.
• Ability to analyze business publications, professional journals, technical procedures, and government regulations.
• Strong verbal, written, presentation, listening, and client relationship skills.
• Proficient personal computer and office software skills.
• Ability to work effectively in a professional team environment and follow risk, regulatory, 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 an integrated wealth management offering.
• Opportunities to participate in divisional projects, initiatives, training, and informational meetings.
• Focus on belonging, risk management, regulatory compliance, and internal control standards.
• Pay is market-informed and based on the successful candidate’s knowledge, skills, and experience.