Wealth Advisor

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

Apply

Vacancy posted 4 hours ago

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