Wealth Advisor
Wealth Advisor
jcw groupFairfield County, CT
2 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
Apply for this role →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 emi.bailey@jcwgroup.com or 646-543-8932
Also on the board Same function, level within a rung
Level
Senior
Location
Fairfield County, CT
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago