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Wealth Investment Strategist (Client-Focused
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-08
Listing for:
M&T Bank Corporation
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
M&T Bank Corporation in Boston, MA, seeks an Investment Associate within Wealth Advisory Services to support integrated wealth management aligned with client goals.
You will maintain market knowledge, communicate economic information to clients, develop IPS, implement strategies, prepare advisory letters, and assist Investment Advisors while adhering to risk and regulatory standards. The role emphasizes teamwork and proactive client relationship-building.
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