Senior Wealth Investment Advisor & Strategy Associate

M&T Bank in New York is seeking a Wealth Advisory support role to assist Investment Advisors in client meeting preparation and portfolio reviews. You will help craft recommendation letters and coordinate AO and co-trustee accounts to align with client goals.

The role requires understanding of stocks and bonds, strong communication, and ability to work with teams across the bank. It offers exposure to advisory products and regulatory awareness in a fast-paced environment.