Sr Private Wealth Advisor

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.

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

Required Experience:

* 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.