Senior Wealth Advisor

 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