Sr Private Wealth Advisor at Valley Bank

Morristown, New Jersey, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Jun, 26

Salary

0.0

Posted On

11 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Product Expertise, Technical Expertise, Holistic Investment Solutions, Financial Planning, Relationship Management, Networking, Business Development, Problem-Solving, Analytical Skills, Writing, Speaking, Presentation Skills, Decision Making, Compliance, Team Selling, Cross Business Line Referral

Industry

Banking

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. Qualifications 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.

Responsibilities

The advisor will proactively develop internal and external networks for referrals, manage client relationships through regular contact and financial reviews, and build a pipeline across all US Wealth products including banking, advisory, brokerage, and insurance. Responsibilities also include leading client teams in planning and delivery, communicating market conditions, and ensuring regulatory compliance.