The Sr Private Wealth Advisor manages client relationships, develops networks for referrals, delivers investment solutions, and ensures compliance with regulations. Requires strong financial expertise and experience in financial advisory services.
Job Summary & ResponsibilitiesPreferred Qualifications
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.
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:
- High School diploma or GED equivalent and a minimum of 7 years' experience in financial advisory services with demonstrated ability to develop and manage exiting relationships and new business opportunities.
- Currently holds FINRA Series 7 and 66 or equivalent.
- Currently State Insurance licenses for Life, Health and Variable products.
Valley Bank Morristown, New Jersey, USA Office
70 Speedwell Ave, Morristown, New Jersey, United States, 07960
Valley Bank Bloomfield, New Jersey, USA Office
Bloomfield, United States
Valley Bank Clark, New Jersey, USA Office
Clark, United States
Valley Bank Clifton, New Jersey, USA Office
Clifton, United States
Valley Bank East Brunswick, New Jersey, USA Office
East Brunswick, United States
Valley Bank Fair Lawn, New Jersey, USA Office
Fair Lawn, United States
Valley Bank Freehold, New Jersey, USA Office
Freehold, United States
Valley Bank Hackensack, New Jersey, USA Office
Hackensack, United States
Valley Bank Hoboken, New Jersey, USA Office
Hoboken, United States
Valley Bank Kearny, New Jersey, USA Office
Kearny, United States
Valley Bank Little Falls, New Jersey, USA Office
Little Falls, United States
Valley Bank Livingston, New Jersey, USA Office
Livingston, United States
Valley Bank Middlesex, New Jersey, USA Office
Middlesex, United States
Valley Bank Middletown, New Jersey, USA Office
Middletown, United States
Valley Bank New York, New York, USA Office
New York, United States
Valley Bank New York, New York, USA Office
New York, United States
Valley Bank Newark, New Jersey, USA Office
Newark, United States
Valley Bank Passaic, New Jersey, USA Office
Passaic, United States
Valley Bank Paterson, New Jersey, USA Office
Paterson, United States
Valley Bank Succasunna, New Jersey, USA Office
Succasunna, United States
Valley Bank Wayne, New Jersey, USA Office
Wayne, United States, 0
Similar Jobs
.jpeg)
Artificial Intelligence • Hardware • Information Technology • Machine Learning
Lead site finance for a greenfield front-end wafer fab: financial planning, forecasting, cost and capital oversight, ROI and product costing analysis, reporting, controls, team hiring and development, process/system integration, and driving operational improvements including AI and automation.
Top Skills:
Ai ToolsIecsExcelPowerPointSac-PSAP
Artificial Intelligence • Hardware • Information Technology • Machine Learning
The Senior Construction Category Analyst leads construction cost analytics, conducting competitive bid analysis and developing data-driven sourcing recommendations to improve capex predictability.
Top Skills:
AribaExcelPower BIProcorePythonSAPSnowflakeSQLTableau
Artificial Intelligence • Hardware • Information Technology • Machine Learning
The role involves developing and integrating photolithography processes for memory technologies, improving yield, and collaborating with global teams.
Top Skills:
Euv LithographyOpcProcess Window AnalysisSemiconductor Process DevelopmentStatistical Methods
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
