Senior Private Banker/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 Long Island/Metro market. 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 Long Island/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
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Senior Private Banker/Advisor in Westbury, NY vacancy
$350k
...Senior Advisor/Banker 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...SeniorAvior Executive Search, Inc
Jericho, NY5 days ago- ...Most wealth advisors spend their days cold calling, begging for referrals, and selling products they didn’t create. We don’t. At Analog Capital Partners, we’ve rebuilt the advisory business from the ground up. No chasing prospects. No outdated sales scripts...SuggestedFull timeRemote work
Analog Capital Partners
Hempstead, NY3 days ago $60k - $90k
...$60,000-$90,000 base plus commission (client AUM / advisory fees). SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management. We currently...SuggestedBase plus commissionSimpleMANAGE
Garden City, NY5 days ago$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company... ...financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Mineola, NY1 day ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Garden City, NY3 days ago- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home... ...training on products and services. Works together with bankers, meeting with their customers and introducing new clients...SeniorWork experience placementLocal areaImmediate startRelocation
JP Morgan Chase
Garden City, NY2 days ago $120k
...financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships... .... Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade...Work at officeNew York Life
Uniondale, NY1 day ago- TD Bank in Hicksville, New York is looking for a Financial Advisor Trainee. This role is a transitional position that prepares you for the Financial Advisor Associate role, where you'll learn to manage client relationships while addressing their wealth management needs....Traineeship
- Santander is seeking a Banking Center Senior Relationship Banker in Levittown, NY. You will support the Banking Center Manager in achieving sales, service, and operational targets while ensuring an exceptional client experience. You will process transactions, open accounts...Senior
$25 per hour
...commission once registered. Series 65 study before hire is unpaid. SimpleWEALTH (SimpleADVISORY LLC, doing business as SimpleWEALTH) Advisors work with business owners. How it works: ~ Interview first. ~ The firm pays the Series 65 exam fee and materials. ~...Hourly payWork at officeSimpleMANAGE
Garden City, NY6 days ago- ...Job Description Job Description Financial Advisor / Registered Representative / Agent We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion...Full timeWork at office
$66.56k - $99.32k
TD Bank in Hicksville, NY, is seeking a Financial Advisor Associate to attract and retain clients by addressing their wealth management needs. This role involves analyzing client financial information, educating prospects about investment strategies, and maintaining strong...$120k
We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communication skills it takes to drive...Work at officeNew York Life - Uniondale
Uniondale, NY2 days ago- ...This senior leadership opportunity is designed for an experienced accounting professional who can combine technical expertise with strong people leadership. The Senior Advisor will oversee Accounts Payable operations while contributing to the broader accounting function...SeniorFull timeFlexible hours
Merraine Group
Cedarhurst, NY3 days ago - ...Job Description Job Description In this entry level role Financial Aid Advisor will have the opportunity to make a difference by uploading and scanning student documents and providing individual counseling to current and prospective students and parents regarding...Work at officeLocal areaFlexible hoursAfternoon shift
HRPivot
Jamaica, NY6 days ago - ...Financial Advisor — Established Book Required ($40M+ AUM) This opportunity is intended for established Financial Advisors only. To be considered, you must have: (1) a minimum of $40 million in current, transferable client assets under management, (2) a clean U4 with no...Full timePart timeWork at officeWork from homeMonday to Friday
Procyon
Melville, NY1 day ago - ...relationships, and practical solutions that support clients at every life stage. Role Description This is a full-time, on-site Financial Advisor role based in Melville, NY. The Financial Advisor will meet with clients to assess their financial goals, evaluate current...Full time
ClientFirst Strategy, Inc.
Melville, NY4 days ago $55k
...leave, professional development assistance, and retirement plan. Don't have a background in Finance? That is ok! 83% of our advisors have no prior finance background! We provide in-depth, nationally ranked training and support and partner you with industry...Full timeWork at officeFlexible hoursNorthwestern Mutual
Melville, NY2 days ago- ..., but the best Financial Service Professionals and Managers in our company will tell you there’s nothing else like it. Successful Advisors at New York Life come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours...Fixed term contract
New York Life Insurance Company
Jericho, NY7 days ago $50k - $125k
...Financial Advisor (Wealth Management)$50,000 - $125,000 a year Why Join Us? Stop searching for a job and start a career in Wealth... ...FINRA Series 7 & 63 or 66. Direct Mentorship: Work daily with Senior Advisors managing $100M+ in assets. Learn from Senior VP’s &...RelocationAegis Capital Corp.
Melville, NY2 days ago- ...coordinate special projects and provide support in strategic initiatives aimed at business growth and client engagement. Support advisors in daily operations, ensuring alignment and efficiency across the firm. Prepare for potential licensing requirements, including...Work at office
A&M Financial Services, LLC
Westbury, NY19 days ago - What We're Looking For * Bachelor's degree or equivalent skills/experience * Ability to obtain Life & Health, SIE, Series 7, Series 66 (sponsorship provided) * Strong communication and interpersonal skills * Entrepreneurial mindset with a passion for helping ...Local area
Lee Nolan & Koroghlian LLC
Garden City, NY1 day ago - ...Financial Solutions Advisor Registration Candidate - Greater Queens NY Market Forest Hills, New York;Jamaica, New York To proceed... ...Bank of America Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N.A. Banking products...Temporary workWork at officeFlexible hoursShift workDay shift
Bank of America
Jamaica, NY2 days ago - ...Description Our firm is rapidly expanding, and we are looking for financial advisors to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients...Start working today
New York Life
Melville, NY4 days ago $55k - $130k
...practices ready to scale-not settle. We deliver a distinctive experience that blends growth opportunity with deep support-helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Our approach is rooted in...Flexible hoursCharter Oak Insurance and Financial Services
Melville, NY4 days ago$110k - $130k
...Financial Advisor Our Boca Raton office is looking for a Financial Advisor working as part of an advisory team to help clients achieve... ...Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning...Full timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Melville, NY4 days ago- Description We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communication skills...
New York Life Insurance Company
Uniondale, NY4 days ago - ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Jamaica, New York; Forest Hills, New York; Flushing, New... ...Bank of America Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N.A. Banking products...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
Jamaica, NY4 days ago $75k
...Financial Advisor – Keep What YOU Build | Long Island, NY Titus Talent Strategies is retained by a boutique, family-run wealth management and financial planning practice on Long Island to find their next Financial Advisor. This firm serves entrepreneurs, business...Work at officeNexxt, Inc.
Plainview, NY1 day ago$170k - $225k
...a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to... ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising...Temporary workWork experience placementLocal areaJPMorgan Chase Bank, N.A.
Garden City, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banker/Advisor. Be the first to apply!
