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Valley Bank · 1 day ago

Sr Private Wealth Advisor

New York, NY

Full-time

Onsite

Senior Level

7+ years exp

Valley Bank is seeking a Sr Private Wealth Advisor to proactively develop networks for referral sources and manage client relationships. The role involves maintaining a pipeline of opportunities across various wealth products and ensuring compliance with internal procedures and regulatory requirements.

Banking

H1B Sponsor Likely

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

Qualification

Financial product expertiseInvestment solutions developmentRelationship managementBusiness developmentAnalytical skillsCritical decision makingNetworking skillsFinancial planningClient servicingRegulatory complianceState Insurance licensesFINRA Series 7Problem-solving skillsPresentation skillsTeam collaborationSpeaking skillsCommunity engagementWriting skills

Required

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 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

Company

Valley Bank

Glassdoor3.2

Valley National Bank is a regional financial institution

Founded in 1927

Wayne, New Jersey, USA

1001-5000 employees

https://www.valley.com/

H1B Sponsorship

Valley Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (18)

2024 (13)

2023 (7)

2022 (11)

2021 (5)

2020 (5)