Sr Private Wealth Advisor

Valley Bank • Morristown, NJ

114d

About The Position

The position involves managing client relationships and developing new business opportunities within the financial advisory services sector. The role requires proactive networking to generate prospects and create visibility in the marketplace, as well as maintaining regular contact with clients to review their financial needs. The candidate will be responsible for building and promoting a pipeline of opportunities across various US Wealth product offerings, including bank products, advisory services, brokerage, and life insurance. Additionally, the role emphasizes compliance with internal controls and regulatory requirements while delivering a superior client experience through effective communication and teamwork.

Requirements

• 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.
• High School diploma or GED equivalent and a minimum of 7 years' experience in financial advisory services with demonstrated ability to develop and manage existing 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

• 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.

What This Job Offers

• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees