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Wealth Management Associate: Client & Onboarding
Job in
Paramus, Bergen County, New Jersey, 07653, USA
Listed on 2026-06-02
Listing for:
Valley National Bank
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
Valley National Bank is seeking an Associate in Wealth Management to support high-net-worth clients. This role involves managing client onboarding, delivering consistent client experiences, and identifying opportunities for business growth.
The ideal candidate will have strong analytical skills to prepare portfolio reviews and collaborate with wealth sales professionals to ensure client satisfaction. Compliance with regulations is integral to the role.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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