About this role
Senior Wealth Investment Advisor at Mtb. Location: New York, New York, United States. Role: managing investments, advising clients, developing opportunities Requirements: Bachelor's degree (or equivalent experience) and 7+ years investment-related experience, comprehensive investment knowledge, strong communication and presentation skills, proficiency with office software, and regulatory/compliance experience. Category: Finance and Accounting Seniority: Senior Level Certifications: cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English