Student Veterans of America Jobs

Welcome to SVA’s jobs portal, your one-stop shop for finding the most up to date source of employment opportunities. We have partnered with the National Labor Exchange to provide you this information. You may be looking for part-time employment to supplement your income while you are in school. You might be looking for an internship to add experience to your resume. And you may be completing your training ready to start a new career. This site has all of those types of jobs.

Here are a few things you should know:
  • This site is mobile friendly. You do not need a log-in or password to access information.
  • Jobs on this site are original and unduplicated and come from three sources: the Federal government, state workforce agency job banks, and corporate career websites. All jobs are vetted to ensure there are no scams, training schemes, or phishing.
  • The site is refreshed daily to remove out-of-date content.
  • The newest jobs are listed first, so use the search features to match your interests. You can look for jobs in a specific geographical location, by title or keyword, or you can use the military crosswalk. You may want to do something different from your military career, but you undoubtedly have skills from that occupation that match to a civilian job.

Job Information

M&T Bank Senior Wealth Investment Advisor in Hauppauge, New York


Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.

Primary Responsibilities:

  • Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and relevant economic, financial and market information, as well as all available products/services to clients and prospects.

  • Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations.

  • Communicate Wilmington Trust's investment process from setting capital market expectations to performance measurement and attribution. Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and standards. Implement Wilmington Trust's investment methodology in all assigned portfolios in a timely manner.

  • Attend relevant training and informational meetings maintaining market, process and platform. Complete all compliance requirements including annual account reviews. Complete annual Regulation 9 account reviews, minimize exceptions, and manage corrective action plans.

  • Identify and develop additional opportunities with existing clients. Provide expert support, including proposals and presentations, for new business opportunities with prospects.

  • Maintain appropriate levels of personal interaction with clients. Educate clients on emerging issues, regulatory and tax changes, and advises clients on appropriate actions.

  • Participate in sales effort. Identify and develop additional opportunities with existing clients.

  • Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.

  • Maintain a current understanding of changes in the industry including Federal and state specific and various government regulations.

  • Participate actively in Divisional projects and initiatives and group meetings and calls.

  • Serve as mentor for other trust professionals.

  • 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:

Integral to the position is the ability to communicate internally with Bank management and executives and externally with clients, and their representatives.

Education and Experience Required:

Bachelor’s degree and a minimum of 7 years’ investment-related experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ investment-related experience

Comprehensive industry and investment knowledge

Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures and government regulations

Proficient personal computer skills with solid knowledge of pertinent office software

Demonstrated strong verbal and written communication skills

Demonstrated strong presentation skills

Experience listening and accurately interpreting client needs

Experience developing relationships and interacting with internal and external partners

Proven experience working effectively within a team environment

Education and Experience Preferred:

MBA (Master’s degree in Business Administration)

CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification

Proven experience working with high net worth clients and complex client relationships

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $159,570.18 - $265,950.31 (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.


Hauppauge, New York, United States of America

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.