default brandHartford, CT
Trusted Wealth Advisor for High-Net-Worth Clients
Trusted Wealth Advisor for High-Net-Worth Clients
Trusted Wealth Advisor for High-Net-Worth Clients
default brandHartford, CT
5 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency Accounts
Apply for this role (opens in a new tab)First County Bank is seeking a Wealth Advisor to join our First County Advisors team in Stamford, CT. You will serve as the primary relationship manager for a select group of high-net-worth clients, delivering holistic wealth management solutions and coordinating with internal partners to grow assets.
As the client’s trusted advisor, you will develop tailored strategies, conduct regular reviews, and drive new business through strategic prospecting while maintaining exceptional client service.
Also on the board Same function, level within a rung
Level
Senior
Location
Hartford, CT
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
5 days ago