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Sr Private Wealth Advisor - New York, NY

Valley National Bank
$110,600.00 - $195,700.00 / yr
life insurance
United States, New York, New York
May 06, 2025
Back Sr Private Wealth Advisor #25-432 New York, New York, United States Apply Apply for this job now! Apply 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.