More jobs:
Associate Wealth Advisor: Client Coverage & Growth
Job in
Elizabeth, Union County, New Jersey, 07215, 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
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×