Wealth Advisor
Full-time
JCW Group
Overview
We’re recruiting for a Wealth Advisor on behalf of a local bank in Fairfield County with an established Wealth Management division. Candidates should have a proven track record in establishing new and maintaining existing HNW/UHNW client relationships.
Responsibilities
- Establish new client relationships (typical minimum account size $1M)
- Manage existing client relationships
- Collaborate with other department members such as planning experts, portfolio managers, and operations.
- Partner with other bank channels such as business banking and mortgage lending to cross-collaborate internally and discover new business opportunities within the bank.
Qualifications
- Proven track record bringing in new clients & strong existing client relationships to transfer
- 5+ years experience in Wealth Management, ideally in an RIA or Banking setting
- Preferred but not required: Banking experience; CFA, CFP, CTFA certifications; trust & estate planning experience
If you meet these requirements and feel like you are a good fit for this role, please apply here or reach out to Emi Bailey at View email address on click.appcast.io or View phone number on click.appcast.io
Vacancy posted 3 days ago
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