Senior Wealth Advisor: Grow Portfolios & Relationships
Bank of America
A leading financial institution in New Jersey seeks a Financial Advisor to deliver comprehensive wealth management services. This role requires extensive client relationship management, a focus on goals-based financial planning, and strong business development skills. Candidates must hold FINRA Series 7 & 66 registrations, have at least 5 years of experience, and manage a practice with a minimum of $1MM in production. Opportunities for professional growth and a supportive team culture are integral to this position. #J-18808-Ljbffr Bank of America
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor: Grow Portfolios & Relationships in Paramus, NJ vacancy
$170.5k - $284.1k
...investment management services to Wealth Advisory Services clients.... ...manages the client relationship including guiding sensitive... ...methodology in all assigned portfolios in a timely manner.Attend relevant... ...to clients, Private Client Advisors and Trust Advisors as well as...SeniorFull timeWork experience placementWork at office- OceanFirst Bank is seeking a Commercial Banking Sr. Relationship Manager to lead the acquisition of new commercial clients and expand existing... .... The role involves developing a diverse commercial loan portfolio, leveraging centers of influence, and structuring complex...Senior
- Provident Bank is seeking a Senior Personal Banker in Totowa, NJ, to build lasting customer relationships and deliver exceptional service at the branch. You will greet customers... ...teams. The role focuses on maintaining a growing book of business, mentoring staff, and...Senior
- ...Columbia Bank New Jersey in Fair Lawn is seeking a Portfolio Manager to maintain complex loan portfolios and enhance customer relationships. You will collaborate with a team of commercial lenders on loan origination, covenant monitoring, and file documentation. The ideal...Senior
Columbia Bank
Fair Lawn, NJ12 hours ago - ...position of Commercial Banking Sr. Relationship Manager is responsible for... ...of a commercial loan portfolio and broadening the Bank's reputation... ...customers; acts in a trusted advisor role to companies generating... ...structures and experience in senior debt structures.Extensive...SeniorWork experience placementLocal area
- OceanFirst Bank in Hasbrouck Heights, NJ is seeking a Senior Relationship Manager to acquire new commercial banking clients and expand existing relationships. You will build a loan portfolio, leverage COIs, and manage complex credit relationships in a results-driven environment...Senior
- A financial advisory firm in New Jersey seeks an experienced Financial Advisor to manage and grow a book of business. You will collaborate with a team to deliver financial planning strategies and provide ongoing client advice. Ideal candidates should have proven experience...SeniorFlexible hours
- JPMorgan Chase & Co. is seeking a Senior Business Relationship Manager in Business Banking to manage and deepen a portfolio of large clients,... ...coordinate with branch and wealth teams, and promote responsible... ...management. The role focuses on growing primary banking...Senior
- ...Job Title Responsibilities include but are not limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment...
Valley National Bancorp
Ridgewood, NJ1 day ago - ...them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing... ...everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We...Immediate startAfternoon shift
Fairygodboss
Westwood, NJ1 day ago - Provident Bank is seeking a Senior Personal Banker in Bloomfield to build and maintain mutually beneficial customer relationships, provide needs-based assessments, open accounts, cross-sell products, and manage everyday banking tasks. The role focuses on retaining and expanding...Senior
$159k - $305k
...Emerging Middle Market (EMM) Agricultural Lending and Portfolio Management team. This role provides senior credit leadership and approval authority for a... ...and $100MM. The leader will partner closely with Relationship Managers and Independent Risk to drive disciplined...SeniorFull timeWork experience placementWells Fargo & Company
Paramus, NJ1 day ago- TD Bank is seeking a Sr. Relationship Manager to serve the community commercial banking business, tailoring a broad range of products and services to meet customers’ financial needs. You will acquire, develop and manage commercial banking relationships, build strategies...Senior
- ...Cash Management Consultant Senior Are you a dynamic... ...leverage your skills and grow your career, while making... ...process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM)... ...and growing the existing portfolio. Deliver Results – Individually...Senior
Chase
Saddle Brook, NJ1 day ago - ...customer focused, enjoy building relationships, and providing financial... ...Relationship Manager Senior Government Not-for-Profit... ...servicesServe as a trusted advisor to the client in delivering... ...-Profit clientsManage a portfolio of clients; grow portfolio by prospecting for...Senior
- ConnectOne Bancorp, Inc. is seeking a Commercial Loan Portfolio Manager in Englewood Cliffs, NJ. In this role, you will manage and monitor a portfolio of commercial loans and maintain strong relationships with clients. The ideal candidate will have a strong 'People First...Senior
- Provident Bank in Paramus, NJ, is seeking an experienced CRE Portfolio Manager to support lenders by monitoring and managing portfolios, performing financial reviews, and conducting risk analysis on both construction and permanent CRE loans. The role involves preparing...SeniorPermanent employmentTemporary work
$10 per hour
...focused, enjoy building relationships and providing... ...Relationship Manager Senior (BRM) Deepening banker... ...you’ll be managing a portfolio of large profitable business... ...partner with Branch, Wealth Management and Private... ...nonprofits and cities grow, delivering solutions...SeniorWork at office$49.5k - $82.5k
PNC Financial Services Group, Inc. is seeking a Personal Banker in Tenafly, NJ, responsible for acquiring and deepening customer relationships through proactive sales and service activities. This role emphasizes the importance of a customer-centric approach, leveraging...- Valley Bank in Paramus, NJ seeks a Relationship Banker to grow branch relationships and acquire new clients through proactive cross-selling and sales execution. You will deliver friendly, professional service while deepening understanding of customers' financial needs....
- Valley Bank is seeking a Relationship Banker to grow branch relationships and acquire new clients through proactive sales and cross-selling. You will deliver superior customer service, understand clients' financial needs, and educate them on a full range of bank products...
- ...banking professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients to... ...relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to...Work experience placementWork at officeLocal areaWork from homeFlexible hours
$20.43 - $32.31 per hour
Fulton Financial Corporation is seeking a full-time Relationship Banker in Rutherford, NJ. This role focuses on delivering excellent customer service and promoting financial solutions while meeting sales expectations. Candidates must have a minimum of 2 years of customer...Hourly payFull time- Valley Bank in New Jersey is seeking a Relationship Banker to grow branch relationships and acquire new clients through consistent sales execution, lead management, and proactive cross selling. This role delivers exceptional customer service in alignment with the bank's...
$55.25k - $74.75k
PNC is looking for a Personal Banker at the Northvale Branch in New Jersey, dedicated to enhancing customer relationships through various proactive sales and service activities. Ideal candidates will possess strong customer service skills and have previous banking experience...- Valley National Bank in New Jersey is seeking a branch professional to grow existing relationships and attract new customers through proactive sales activity and excellent service. You will open accounts, cross-sell loans and products, and promote online banking while delivering...
$77k - $202k
...Senior Associate, Finance Consulting At PwC, our people in finance consulting specialise... ...strategic objectives. Focused on relationships, you are building meaningful client connections... ...complex situations, you are growing your personal brand, deepening technical...SeniorPwC (US)
Passaic, NJ5 days ago- Columbia Bank is seeking a Commercial Lender II in Fair Lawn, NJ. The role requires maintaining a portfolio of customer relationships and analyzing complex commercial loans. A bachelor’s degree and a minimum of 8 years of experience in Commercial Lending are required. Responsibilities...Senior
- Provident Bank is seeking a Relationship Manager III - Middle Market Lending in Northern NJ. You will originate, structure, and manage complex... ..., focusing on cross-sell of depository, Treasury Management, Wealth Management, and other commercial products. The role requires a...Senior
$160.16k - $240.24k
...Commercial Banking Job Description The Sr. Relationship Manager serves the needs of the... ...now, and in the future with a focus on growing the portfolio by providing financial solutions and... ...new customers. The role is a trusted advisor who, with sensitivity to the customer...SeniorWork at officeLocal areaWork from homeFlexible hoursTD
Ramsey, NJ3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor: Grow Portfolios & Relationships. Be the first to apply!
Related searches
- financial planning assistant Paramus, NJ
- estate planning consultant Paramus, NJ
- wealth advisor Paramus, NJ
- financial consultant Paramus, NJ
- financial counselor Paramus, NJ
- associate corporate finance Paramus, NJ
- finance associate Paramus, NJ
- jde finance consultant Paramus, NJ
- financial planning administrator Paramus, NJ
- financial planning associate Paramus, NJ