VP, Wealth Advisor

JCW Group; Pennsylvania; On-site; USD 70,000 - 100,000; Full time

Job summary

A financial services firm in Pennsylvania is seeking Wealth Advisors to manage existing client portfolios and generate new business. Candidates must hold a CFP or CFA certification and have at least 2 years of banking experience. This role requires a strong understanding of wealth management. Interested candidates should email their resumes to Sean at the provided address. This opportunity is ideal for motivated professionals looking to advance their careers in a dynamic environment.

Qualifications

• 2+ years of banking experience required.
• Strong understanding of wealth management preferred.
• Experience advising clients on wealth matters for senior candidates.

Responsibilities

• Manage a portfolio of existing clients.
• Generate new business for the bank.

Skills

Banking experience

Understanding of wealth management

Client advising

Education

CFP or CFA certification

Job description

Please closely read the job requirements.

We’re helping our client, a bank with office in Bucks County, fill a couple different Wealth Advisor openings. These individual contributor positions, aimed at CFP/CFA-holders with 2-20 years of relevant banking experience, will manage a (mostly existing) portfolio of clients as well as generate new business for the bank.

Candidates must have:

• 2+ years of banking experience and either a CFP or CFA
• Ideally a strong understanding of wealth management
• For the senior level, candidates will need prior experience advising clients on matters of wealth management and managing a book of business
• Ability to commute five days per week into the company's office in Bucks County

If you're interested and meet the above qualifications, email Sean at [e-mail], attaching your resume. Thanks!