What are the responsibilities and job description for the Sr Private Wealth Advisor position at Valley Bank?
Responsibilities Include But Are Not Limited To
Required Skills
- 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.
Required Skills
- Strong financial product and technical expertise, ability to develop and deliver holistic investment solutions, deep understanding of financial planning.
- Excellent relationship management, networking and business development skills.
- Ability to partner with colleagues to identify and service unique clients' needs.
- Well-developed analytical and problem-solving skills.
- Excellent writing, speaking, and presentation skills.
- Ability to make critical decisions independently
- High School diploma or GED equivalent and a minimum of 7 years' experience in financial advisory services with demonstrated ability to develop and manage exiting relationships and new business opportunities.
- Currently holds FINRA Series 7 and 66 or equivalent.
- Currently State Insurance licenses for Life, Health and Variable products.