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Sr Private Wealth Advisor - New York, NY
 Valley National Bank | |
life insurance
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 United States, New York, New York | |
 Sep 04, 2025 | |
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Responsibilities include but are not limited to:
* 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. | |