Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Supports the Wealth Planning team with advanced wealth planning analyses for asset protection and sustainability, tailored to clients and prospects.

Compile wealth planning information from clients, including tax forms, account statements, and personal information; determine other required information.
Collaborate with the Planning team to develop clear and concise presentations that effectively communicate complex solutions.
Provide research support and quantitative analyses on technical matters related to wealth planning topics or client concerns.
Maintain semi-direct client contact under the guidance of experienced personnel.
Maintain an understanding of the general ramifications of current Federal tax law and review wealth planning reports for errors and talking points.
Understand and adhere to the Company’s risk and regulatory standards, policies, and controls.
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 and issues raised by external regulators.
Complete other related duties as assigned.

Bachelor's degree and a minimum of 1 year's work experience, or a combined minimum of 5 years' higher education and/or work experience.
Excellent verbal and written communication skills.
Strong interpersonal skills.
Strong proficiency with pertinent spreadsheet, word processing, and presentation software.
Experience rapidly learning new software applications.
Strong research skills.
Strong analytical skills.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees.

Wealth Planning Analyst at Wilmington Trust

Wealth Planning Analyst