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Senior Wealth Investment Advisor Associate - 3DJV2 in Buffalo, NY at M&T Bank

Date Posted: 7/20/2018

Job Snapshot

  • Employee Type:
  • Location:
    Buffalo, NY
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:

Job Description

Senior Wealth Investment Advisor Associate

Buffalo, NY



Under direction of Investment Advisor, provides comprehensive investment management services to Wealth Advisory Services clients. Operates effectively within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the financial goals of clients. Career progression from the position would be to a Private Client Investment Advisor position.
Position Responsibilities:
Demonstrate knowledge of Financial Markets, WTC Investment Process and Wealth Management Offering.  Articulate current and relevant economic, financial and market information, as well as all available products/services to clients and prospects.
Develop Individual Policy Statement (IPS) with and for client including annual review/updates. Implement investment strategy recommendations.
Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee accounts, AO coordination’s or best fit recommendations, and investment performance reviews.
Maintain a thorough working knowledge of various bank resources to facilitate client service delivery and expand client relationships.
Serve as a support associate to assigned Investment Advisor(s).
Develop understanding of changes in the industry e.g., federal and state specific and various government regulations.
Participates in sales effort.  Identify and develop additional opportunities with existing clients.
Maintain positive working relationships. Under the direction of an Investment Advisor, provides necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
Develop understanding of changes in the industry e.g., federal and state specific and various government regulations.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Nature & Scope:
Ability to communicate internally with bank management and executives and externally with clients, and their representatives.
Minimum Qualifications:
Bachelor’s degree and a minimum of 1 years investment-related experience, including internships. Otherwise, a combined minimum of 5 years’ higher education/work experience with a minimum of 1 year’s investment related experience.
Possess comprehensive industry and investment knowledge.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures and government regulations.
Proficient personal computer skills with solid knowledge of Microsoft Office.
Demonstrated strong oral, written and presentation communication skills.
Strong customer focus.
Proven ability to work effectively within a team environment
Preferred Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or related field
Working towards CFA or CFP designation
Expand and retain client relationships including building a significant level of trust with clients.
About M&T
At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T.  As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future. 
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer.
M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.