Overview: Leads the financial planning component of Emerald Advisory Services engagements, in conjunction with other subject matter experts.    Contributes to analytical projects as designer and initiator.  Creates presentations for groups of wealth professionals and delivers those presentations on stage with questions and follow-up.

Primary Responsibilities:

• Responsibility for executive summary of reports, peer review and follow-up communications and internal team guidance where necessary.
• Supervise the development of wealth-related presentations that are clear, concise and effectively communicate complex solutions.  Demonstrate wealth planning expertise at unannounced meetings and boils down client issues to one or two primary concerns.   Understand new regulations and identify which clients will need to take action and/or be advised of options as a result.
• Provide research support for Directors of Planning on technical matters related to wealth, fiduciary and financial planning topics.  Suggest areas of analysis based on experience that may be pertinent to a client of the director.
• Maintain direct contact with clients and prospects to deliver the added value of planning; follow-up is essential with clients and their advisors.
• Responsible for determining the presentation topics in subject and timing, requiring subject matter expertise and expectation of client needs.
• 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 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.

Scope of Responsibilities:

Education and Experience Required:

Bachelor's degree and a minimum of 5 years’ experience providing holistic financial planning services to clients in a face-to-face setting, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ experience providing holistic financial planning services to clients in a face-to-face setting

CFP (Certified Financial Planner)

Exceptional written and verbal communications skills

Strong interpersonal skills

Strong skills in office applications

Experience rapidly learning new software applications

Strong research skills

Strong analytical skills

Education and Experience Preferred:

LLM (Master’s degree in Tax) JD (Juris Doctor) or MBA (Master’s degree in Business Administration)

CPA (Certified Public Accountant) certification

AEP (Accredited Estate Planner) and/or CTFA (Certified Trust and Financial Advisor) certification

Minimum of 10 years delivering outstanding financial planning services to high net worth individuals, including estate planning, retirement, asset allocation, cash flow sustainability  and life insurance needs

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,337.00 - $213,895.01 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Los Angeles, California, United States of America