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Associate Wealth Advisor: Client Coverage & Growth
Job in
Cherry Hill, Camden County, New Jersey, 08358, USA
Listed on 2026-08-18
Listing for:
BNY
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
BNY in Berkeley Heights, NJ, seeks a Senior Specialist, Client Coverage within Wealth Management. You will oversee a portfolio of client relationships, focus on service and revenue growth, and coordinate tailored solutions across planning, banking, and fiduciary services.
You will partner with Portfolio Managers to ensure the plan aligns with investment strategy, prepare for client meetings, and document in CRM. The role also entails office manager duties for the local office.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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