Vice President, Financial Advisor
About The Position
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. 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 assist clients with investable assets between $250,000 and $5,000,000 to reach their financial goals, strive to build long term relationships, and work clients over time as their needs change. Client consultations primarily are conducted via telephone. In-person and video calls are conducted when appropriate.
Requirements
- 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
- An aptitude for 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 delivering presentations
- Excellent analytical and problem-solving skills
- Strong organizational and time management skills
- 3-5 years of financial industry experience preferred
- Prior financial advisory experience required.
- Must have Series 7 and 63
- Series 65 / Insurance License preferred or must be attained after hire
Responsibilities
- Serves 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
Benefits
- generous paid leaves
- paid volunteer time
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
