Sr Private Wealth Advisor - New York, NY

Valley National Bank; New York (NY); On-site; USD 110,000 - 196,000; Full time

Job summary

An established industry player is seeking a Senior Private Wealth Advisor to build and manage relationships with high-income clients. This role involves providing comprehensive wealth planning, investment strategies, and private banking services. The ideal candidate will leverage their financial expertise to enhance client experiences and ensure compliance with regulatory standards. Join a dynamic team where your contributions will directly impact client satisfaction and business growth, all while being part of a community-focused organization that values integrity and excellence.

Qualifications

• Strong financial product and technical expertise.
• Excellent relationship management and business development skills.
• Ability to partner with colleagues to meet unique client needs.

Responsibilities

• Develop and manage relationships with high net worth clients.
• Build and maintain a pipeline of opportunities across wealth products.
• Ensure compliance with internal control procedures and regulatory requirements.

Skills

Financial product expertise

Relationship management

Networking skills

Analytical skills

Problem-solving skills

Presentation skills

Decision-making

Job description

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Sr Private Wealth Advisor

#25-432

New York, New York, United States

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Job Overview

The SR Private Wealth Advisor will be responsible for developing, managing, and retaining full-service relationships with high income/high net worth clients. This individual will provide wealth planning, investments, private banking, risk management, and trust services and ensure delivery and execution of a High Net Worth experience and service standards.

Expected Work Hours

40

Job Description

Responsibilities include but are not limited to:

• Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.


• Manage client relationships by maintaining regular contact and periodically reviewing their financial needs.


• Build, promote and maintain adequate pipeline of opportunities across all elements of the US Wealth product set, including, but not limited to, bank products, advisory opportunities, brokerage and planning/ life insurance.


• Actively develop new relationships externally through referrals from clients, centers of influence and internal partners.


• Manage relationships by leading the client team in planning, delivery, and regular review with clients.


• Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience.


• Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies.


• Ensure compliance with internal control procedures, department policies and regulatory requirements.


• Demonstrate ability to be a value added, complimentary member of the team and support team selling initiatives, partnership activities, and cross business line referral objectives.


• Actively participate in community and business functions/groups to promote the image of Valley as an integral member of the community and establish referral contacts within the community.

Requirements

Required Skills:

• Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning.


• Excellent relationship management, networking and business development skills.


• Ability to partner with colleagues to identify and service unique clients' needs.


• Well-developed analytical and problem-solving skills.


• Excellent writing, speaking, and presentation skills.


• Ability to make critical decisions independently

Required Experience:

• Currently holds FINRA Series 7 and 66 or equivalent.


• Currently State Insurance licenses for Life, Health and Variable products.

Full-time/Part-time

Full-time

FLSA

Exempt

Location(s)

New York, New York, United States

Job Details

Pay Range Pay Range

The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.

The actual pay rate will depend on the person's qualifications and experience.

$110,600.00 - $195,700.00 / year

Pay Transparency

In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.