Senior Wealth Investment Associate

M&T Bank

New York, New York, United States of America
Base: $41.24 - $68.72 hourly (usd); bonus/equity: ...
Support investment advisors
Prepare portfolio recommendation letters
Maintain knowledge of bank resources
The role supports Wealth Advisory Services in delivering products and services aligned with client financial goals

Job Summary

  • The role supports Wealth Advisory Services in delivering products and services aligned with client financial goals.
  • Responsibilities include preparing complex portfolio recommendations and participating in sales efforts.
  • The position promotes a culture of belonging and adherence to risk and regulatory standards.

Matching Summary

The role supports Wealth Advisory Services in delivering products and services aligned with client financial goals.

Salary

Base: $41.24 - $68.72 Hourly (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Support Investment Advisors
  • Prepare portfolio recommendation letters
  • Maintain knowledge of Bank resources

Nice-to-have

  • Strong customer focus
  • Positive working relationships
  • Effective team collaboration

Key Requirements

  • Bachelor's degree and 1 year experience
  • General understanding of stocks and bonds
  • Strong verbal and written communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter