Senior Wealth Advisor
$350kAvior Executive Search
Job Description
Job Description
Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the NYC, Long Island or New Jersey. Our client is seeking a Senior Advisor/ Banker who leads with investments.
- Manage, develop and retain full-service relationships with both UHNW & HNW clients.
- Must have strong COI’s and or an established book of clients within the NY or NJ metro market and be able to self source.
- Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities.
- Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
- Work collaboratively and proactively with branches and regional teams to identify and generate referrals.
- Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
- Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
- Actively participate in community and business functions/groups.
- Possess a self-motivated, highly driven, and entrepreneurial personality.
Required Experience:
- Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD.
- Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products
- Compensation will be tailored to the individual
Vacancy posted 15 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in New York, NY vacancy
$70k
...The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development... ...partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending...SeniorFull timeWork at officeCitigroup Inc.
New York, NY10 hours ago- ...Description Job Description Partner with my client, a Modern, Tech-Forward RIA They partner with experienced, independent Financial Advisors who want to own and grow their practice without the operational drag or outdated technology that comes with doing it alone. This...SeniorRemote work
Professions Inc
New York, NY19 days ago $170.5k - $284.1k
...and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or... .... Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation...SeniorTemporary workWork experience placementWilmington Trust
New York, NY4 days ago- ...Job Description Job Description This is a remote position. Senior Wealth Advisor Fee-Only Registered Investment Advisor Platform Overview We are seeking an experienced Senior Wealth Advisor to join a modern, technology-enabled wealth management platform...SeniorFor contractorsWork at officeRemote workFlexible hours
ATALNT LLC
New York, NY16 days ago - ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...Senior
Beacon Pointe Advisors
New York, NY3 days ago - ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in a remote-first environment, seek collaboration and need a tech stack that saves HOURS in manual operations. To be considered...SeniorRemote work
Professions
New York, NY2 days ago - ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will...Senior
Mariner
New York, NY2 days ago $10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. In this high-impact role, you will operate in a very dynamic environment as an active...SeniorWork at officeImmediate starturgent recruiting
New York, NY4 days ago- ...financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients. The role... ...new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should...Senior
$94k - $175k
A financial services organization is seeking a Sr. Fiduciary Advisor in Plymouth Meeting to manage fiduciary responsibilities for Ultra High Net Worth clients. This role involves delivering sophisticated advisory services, client relationship management, and ensuring compliance...Senior$70k - $120k
Citigroup Inc. is seeking a Wealth Relationship Advisor in New York, NY. This full-time role requires 5-8 years of financial services experience and excellent communication skills. The advisor will build and deepen client relationships and provide investment advice. Candidates...SeniorFull time$70k
Citi is seeking a Wealth Relationship Advisor in New York City. This role involves building and deepening client relationships, providing investment advice, and ensuring compliance with regulations. The ideal candidate should have a Bachelor's degree, 5-8 years of experience...Senior$100k - $300k
...weaver.com. Position Profile Weaver Capital Advisors, LLC is seeking talented professionals to join our growing... ...Capital Advisors is an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with clients and will...SeniorBase plus commissionFlexible hoursWeaver
New York, NY3 days ago$100k - $275k
Bank of America is seeking a seasoned professional in New York for a role that focuses on acquiring new clients and building relationships. The ideal candidate will possess 12+ years of experience in private banking or financial services, demonstrate leadership in client...Senior$70k
Citigroup Inc. is looking for a Wealth Relationship Advisor based in Elmhurst, NY. This role involves building and maintaining client relationships to grow bank and brokerage assets. The ideal candidate will have 5-8 years of experience in sales within the financial services...Senior- Delta Community Credit Union is seeking a Wealth Advisor in Peachtree City, GA. This crucial role involves delivering high-level wealth management and financial planning services to high-net-worth individuals and families. The ideal candidate will lead client relationships...Senior
$170k - $210k
...Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients... ...management. Job Summary: The Senior Wealth Advisor focuses on deepening relationships...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursMercer Advisors
New York, NY24 days ago- Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with clients, making securities recommendations and managing compliance. Ideal candidates...Senior
- Charles Schwab Corporation is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll build lasting relationships through trust and engage clients in their financial journeys. The ideal candidate holds a valid FINRA...Senior
- ...manager to proactively develop networks and manage client relationships. You will build a pipeline of opportunities across the US Wealth product set and engage in community functions to enhance visibility. The ideal candidate will deliver exceptional client experiences...Senior
- U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The role involves building a team of financial professionals to exceed client needs and providing expert advice in Wealth Management. Candidates...Senior
- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorFull time
$120k - $150k
Virtus Investment Partners, Inc seeks a seasoned professional to provide comprehensive wealth management and financial planning services. The role involves partnering with the BDO to enhance client experiences and develop strategies for high-net-worth clients. Candidates...Senior$70k
A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience...Senior- A leading financial services firm in New York seeks a Wealth Relationship Advisor to build and deepen client relationships while adhering to regulatory compliance. Ideal candidates will have 5-8 years of financial services experience and strong analytical skills. This full...SeniorFull time
$250k - $300k
A leading investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio Manager. This role is pivotal for fostering... .... Candidates should have over 12 years of experience in wealth advisory or client management, demonstrating excellent communication...Senior$70k
A major financial institution in New York, New York is seeking an experienced Financial Advisor. Responsibilities include building relationships with new clients and providing investment advice while adhering to compliance regulations. The ideal candidate has 5-8 years...Senior$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping... ...financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients... ...management. Job Summary: The Senior Wealth Advisor focuses on deepening relationships...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursMercer Advisors
New York, NY1 day ago$90k - $150k
...Responsibilities include developing comprehensive financial plans, collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills. This full-time,...SeniorFull time- A leading financial services firm in New York is looking for a Wealth Relationship Management Sr. Analyst. The role involves building relationships with affluent clients and offering tailored financial solutions while ensuring full compliance with relevant regulations....Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!
Related searches
- finance associate New York, NY
- oracle cloud financials consultant New York, NY
- financial advisor development program New York, NY
- entry level financial advisor New York, NY
- financial planner cfp New York, NY
- financial advisor part time New York, NY
- financial advisor internship New York, NY
- work from home financial advisor New York, NY
- financial planning administrator New York, NY
- strategic finance associate New York, NY