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Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD. Our client is a growing super regional full-service bank

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment product and thought leadership platform along wit

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment product and thought leadership platform along wit

At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team. Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence w

Senior Wealth Advisor - Nassau County. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial li

Private Wealth/High Net Worth team! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients.You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the fir

Works with the Market Business Service Officer and/or the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team members. The Group Director is a senior service level position for a Financial Advisor(s)/Private Wealth Advisor(s)/teams who is responsibl

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Registered Client Service Associate. Onboarding and maintaining client accounts, including collecting client information and required doc

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. Morgan Chase, we have an enthusiasm for helping our cl

Title: Financial Advisor / Wealth Advisor Location: Melville, NY Duration: Full-Time direct hire Job Description: Onsite Position As a Financial Advisor, you will play a crucial role in guiding clients through their financial journeys. Qualifications & Experience: 5-10+ years of experience as a Fina

Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored f

Title: Financial Advisor / Wealth Advisor Location: Melville, NY Duration: Full-Time direct hire Job Description: Onsite Position As a Financial Advisor, you will play a crucial role in guiding clients through their financial journeys. Qualifications & Experience: 5-10+ years of experience as a Fina