Associate Wealth Advisor: Client Coverage & Growth
Listed on 2026-10-02
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Finance & Banking
Wealth Management, Portfolio & Asset Management
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.
For the Associate Wealth Advisor:
Client Coverage & Growth position at BNY, we are reviewing applications now.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 95..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Associate Wealth Advisor:
Client Coverage & Growth role in the description above.
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