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.

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