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About the Role

This one-year, non-rotational Management Development Program (MDP) assignment is designed to build a pipeline of future Financial Advisors through structured onboarding, licensing support, practical experience, mentorship, leadership exposure, and readiness checkpoints. Participants will learn M&T, Wilmington Advisors, and LPL systems, policies, and client service expectations.

Responsibilities

• Participate in and complete the one-year Management Development Program while adding value within Wilmington Advisors and completing the Financial Advisor Development curriculum.
• Complete required FINRA and resident-state insurance licenses within the program timeframe, including Series 7, Series 66, and Life, Accident & Health licensing.
• Participate in classroom, web-based, and on-the-job training covering financial planning, investment and insurance solutions, relationship management, systems, risk, compliance, communication, and leadership.
• Develop proficiency in required bank, LPL, CRM, financial planning, and workflow systems; maintain accurate documentation and complete assigned responsibilities on time.
• Observe and support advisor-led client interactions in accordance with licensing, registration, role permissions, and supervision requirements.
• Prepare for advisor-led client meetings by developing materials, account summaries, agendas, and follow-up items; document meeting notes and track assigned follow-ups through completion.
• Support routine account servicing and operational activities, including account maintenance, transfers, money movement, beneficiary updates, RMD tracking, client documentation, and scheduling, as permitted by licensing, registration, role permissions, and supervision requirements.
• Participate in regular coaching, mentoring, product-partner education, branch or virtual-advisor shadowing, leadership sessions, and peer networking.
• Complete assigned follow-up activities, including readings, self-paced modules, and group-based learning sessions.
• Collaborate with the development-program cohort on a capstone or special project and present recommendations to program or business leaders.
• Demonstrate client-facing professionalism, sound judgment, coachability, time management, and adherence to M&T and LPL risk, regulatory, privacy, and escalation standards.
• Participate in periodic readiness reviews focused on licensing progress, training completion, systems proficiency, client readiness, compliance, and professional ownership.
• Complete other related duties as assigned.
• Receive job specific training, general training in banking, communication and leadership, and personalized coaching and feedback.
• 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 belonging 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.

Requirements

• Ability to work collaboratively, manage multiple priorities, meet deadlines, and respond constructively to feedback.
• Ability and willingness to complete required securities and insurance licensing within the program timeframe.
• Demonstrated analytical, presentation, teamwork, relationship-building, and problem-solving skills.
• Curiosity, coachability, sound judgment, attention to detail, and a clear interest in building a long-term Financial Advisor career.
• Comfort learning new technology and applying policies, procedures, and controls in a regulated environment.
• Outstanding academic credentials (GPA of 3.0 or better).
• Work/internship experience.
• Work Visa Sponsorship not offered for this role.

Skills

• Financial planning
• Investment solutions
• Insurance solutions
• Relationship management
• Systems proficiency
• Risk management
• Compliance
• Communication
• Leadership
• Analytical skills
• Presentation skills
• Teamwork
• Relationship-building
• Problem-solving
• Computer skills
• Interpersonal skills

Location

• Buffalo, New York, United States of America

Work Type

• Full-time
• Onsite

Experience Level

• Up to 1 year

Education Level

• Bachelor's Degree
• MBA

Salary/Compensations

• $29.57 - $43.99 per hour

About the Company

• Wilmington Advisors provides investment, advisory, insurance, and financial planning support to help clients make informed financial decisions and plan for what matters most.
• M&T Bank is committed to fair, competitive, and market-informed pay for our employees.