Vice President, Financial Advisor

BNY Mellon; New York (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Flexible global resources

Generous paid leave

Job summary

BNY Mellon is seeking a Financial Advisor at the Vice President level for its Wealth Management team in New York City. This role involves assisting clients with investable assets between $250,000 and $5,000,000, helping them achieve their financial goals while fostering long-term relationships.

The Financial Advisor will conduct client consultations mainly via phone, with occasional in-person meetings. Candidates should have 3-5 years of financial industry experience, strong communication skills, and the required licenses (Series 7, 63).

Qualifications

• 3-5 years of financial industry experience preferred.
• Prior financial advisory experience required; must have Series 7 and 63.
• Series 65 or insurance license preferred, or must be attained after hire.

Responsibilities

• Advise clients on achieving short and long-term objectives.
• Promote services and products to meet client needs.
• Prospect for new clients and referrals.

Skills

Financial advisory experience

Relationship management

Market knowledge

Digital proficiency

Communication skills

Analytical skills

Organizational skills

Job description

We’re seeking a future team member for the role of Financial Advisor at Vice President level to join our Wealth Management team. The role is located in New York City (200 Park Avenue office).

The Financial Advisor assists clients with investable assets between $250,000 and $5,000,000 to reach their financial goals, strives to build long‑term relationships, and works with clients over time as their needs change. Client consultations are primarily conducted via telephone, with in‑person and video calls as appropriate.

Responsibilities

• Serve in a consultative role to clients, advising on the best way to achieve short‑ and long‑term strategic objectives
• Promote appropriate services and product solutions to meet client needs
• Uncover outside asset opportunities to increase firm wallet share
• Prospect for new clients and referrals from existing clients through company‑supported initiatives

Qualifications

• Financial advisory experience with a strong relationship‑management building skill set
• In‑depth knowledge of model portfolios, asset allocation, and other investment vehicles such as managed asset programs, ETFs, mutual funds, and separately managed accounts
• Deep industry and market knowledge with the ability to keep up with current trends
• Proficiency in embracing new technology and comfortable operating in a digital environment
• Proven ability to drive sales through telephone sales and digital interactions
• Exceptional communication skills, including written, verbal, and delivery of presentations
• Excellent analytical and problem‑solving skills
• Strong organizational and time‑management skills

Required Experience & Licenses

• 3-5 years of financial industry experience preferred
• Prior financial advisory experience required. Must have Series 7 and 63
• Series 65 or an insurance license preferred, or must be attained after hire

Benefits

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. We provide access to flexible global resources and tools for your life’s journey, focus on your health, foster personal resilience, and help you reach your financial goals as a valued team member, along with generous paid leave, including paid volunteer time, that can support you and your family through moments that matter.

Compensation

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $60,000 and $100,000 per year at the commencement of employment. Base salary will be determined on an individualized basis, including experience and market location, and is only part of the total compensation package, which may also include commission earnings, discretionary bonuses, short and long‑term incentive packages, and company‑sponsored benefit programs. This position is at‑will and the company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, company or individual department/team performance, and market factors.

Equal Employment Opportunity

BNY is an Equal Employment Opportunity/Affirmative Action Employer – under‑represented racial and ethnic groups, females, individuals with disabilities, and protected veterans.