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Valley Bank · 1 day ago

Associate Wealth Advisor

New York, NY

Full-time

Onsite

Entry Level

1+ years exp

Valley Bank is seeking an Associate Wealth Advisor to support and cultivate wealth management relationships with high-net-worth clients. The role involves managing client onboarding, maintaining portfolios, and ensuring a positive client experience while identifying opportunities for business growth.

Banking

H1B Sponsor Likely

Responsibilities

Lead and manage the client onboarding process and coordinate the process flow by partnering with internal business units

Use independent judgement and discretion while supporting client needs. Acts as the first point of escalation for problem resolution and proactively reaches out to clients to resolve reporting metrics issues to ensure a personalized client experience

Proactively identify potential opportunities for existing customers, including identifying clients who are potential candidates for specific products and services. Independently reach out to internal referrals to identify opportunities

Regularly perform analysis on client investment accounts to prepare client portfolio reviews and other materials for client meetings. Assist in developing sales plans for each client based on analysis of cash reports, upcoming maturity reports and other metrics to help grow business

Accompanies wealth sales professional on client calls as subject matter expert and primary client contact to provide information regarding service, operations, products, and technology platforms

Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff

All other duties as assigned

Qualification

Wealth management knowledgeInvestment securities knowledgeClient service orientationSalesForce proficiencyProblem resolution skillsCommunication skillsDetail orientedTime management skillsTeam collaborationWork ethic

Required

Strong understanding of Bank's policies, procedures and capabilities through comprehensive knowledge of all Valley Wealth Management products

Build and maintain positive and productive working relationships within Valley Bank in order to resolve any potential client issues and problems efficiently

Strong written and verbal communication skills to communicate effectively with clients and staff across all levels of organization

Client service oriented with a high level of professional and personal integrity; demonstrate a positive and optimistic perspective during each client interaction

Strong work ethic with pride in ownership of taking assigned tasks to completion

Detail oriented with proven organizational skills

Complex problem resolution skills with the ability to draw the correct conclusions

Strong time management skills with a keen sense of urgency and the ability to prioritize workload

Perform effectively, efficiently, and professionally within a team, with business partners, colleagues, and all levels of staff and management

Strong knowledge of investment securities and market trends

Bachelor's degree in related field and a min. of 1 year proven wealth management or client service experience

Ability to obtain Series 7 and 66 licenses within a specified period of time

Preferred

Working knowledge of SalesForce, IBS and Pershing preferred

Series 7 and 66 licenses preferred

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)