VP Financial Advisor – Wealth Management (New York)

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

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).