Wealth Investment Associate

M&T Bank • Palm Beach, FL

4d • $29 - $49 • Onsite

About The Position

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with individual financial goals of clients.

Requirements

• Bachelor’s degree and a minimum of 1 years’ investment-related experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year’s investment-related experience
• Comprehensive industry and investment knowledge
• Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures and government regulations
• Proficient personal computer skills with solid knowledge of pertinent office software
• Demonstrated strong verbal and written communication skills
• Strong presentation skills
• Strong customer focus
• Proven experience working effectively within a team environment

Nice To Haves

• Bachelor's degree in Finance, Accounting, Economics, or related field
• Working towards CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification

Responsibilities

• Maintain current knowledge of financial markets, Wilmington Trust 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 clients including annual reviews and updates.
• Implement investment strategy recommendations.
• Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee accounts, AO coordinations or best fit recommendations, and investment performance reviews.
• Maintain a thorough knowledge of various Bank resources to facilitate client service delivery and expand client relationships.
• Serve as a support associate to assigned Investment Advisor(s) as required.
• Maintain a current understanding of changes in the industry including Federal and state specific and various government regulations.
• Participate in sales effort. Identify and develop additional opportunities with existing clients.
• Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging 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.

Benefits

• M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $29.39 - $48.99 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level