Trusted Wealth Advisor for High-Net-Worth Clients

Default Brand; Stamford (CT); Vor Ort; USD 159.000 - 190.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• Bachelor's degree in Finance, Economics, or Business.
• 8+ years of progressive experience in wealth management, private banking, or financial advisory roles.
• Proven success with affluent or high-net-worth clients and families.
• Credentials such as CFP®, CFA®, CTFA, CPWA®, JD, or MBA preferred.
• Exceptional interpersonal, communication, and consultative selling skills.
• Deep knowledge of investment management, estate planning, financial planning, and credit solutions.
• Willingness to travel between branches.

Aufgaben

• Serve as the trusted advisor and primary contact for client needs across investment management, wealth transfer, and planning.
• Develop understanding of client goals to tailor strategies and maintain long-lasting relationships.
• Conduct regular reviews to keep portfolios aligned with objectives and market conditions.
• Collaborate with clients' attorneys and accountants to coordinate wealth solutions.
• Lead onboarding for new clients to ensure a smooth experience.
• Identify and pursue new business from existing relationships and referrals.
• Build a robust pipeline through networking and outreach.
• Deliver disciplined discovery and planning to generate new assets and lending opportunities.
• Develop and execute personal business development plans to meet revenue goals.

Kenntnisse

Interpersonal skills

Consultative selling

Communication

Relationship management

Financial planning knowledge

Ausbildung

Bachelor’s degree in Finance, Economics, or Business

CFP®, CFA®, CTFA, CPWA®, JD, or MBA

Jobbeschreibung

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.