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 working knowledge of bank resources
The role supports Wealth Advisory Services in delivering products and services aligned with clients' financial goals

Job Summary

  • The role supports Wealth Advisory Services in delivering products and services aligned with clients' financial goals.
  • Responsibilities include preparing for client meetings and providing comprehensive support to Investment Advisors.
  • Candidates should have a general understanding of stocks and bonds and strong communication skills.

Matching Summary

The role supports Wealth Advisory Services in delivering products and services aligned with clients' 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 working knowledge of Bank resources

Nice-to-have

  • Strong customer focus
  • Proven experience working in teams
  • Maintain positive working relationships

Key Requirements

  • Bachelor’s degree or equivalent experience
  • Minimum of 1 year relevant experience
  • General understanding of stocks and bonds

Work Rights

Not specified

Tailored Resume

Cover Letter