Wealth Advisor

JCW Group; Connecticut; On-site; USD 120,000 - 170,000; Full time

Job summary

JCW Group is assisting a local bank in Fairfield County with an established Wealth Management division to recruit a Wealth Advisor. The ideal candidate will build and maintain relationships with high-net-worth clients, targeting new assets of at least $1M per account.

You will work closely with planning experts, portfolio managers, and operations, and partner with business banking and mortgage teams to uncover new opportunities within the bank.

Qualifications

• Proven track record bringing in new clients & maintaining relationships with high-net-worth individuals.
• 5+ years of experience in Wealth Management, ideally in an RIA or Banking setting.
• Certifications such as CFA, CFP, CTFA are preferred but not required; experience in trust & estate planning is a plus.

Responsibilities

• Establish new client relationships (typical minimum account size $1M).
• Manage existing client relationships.
• Collaborate with planning experts, portfolio managers, and operations.
• Cross-cell opportunities with other bank channels such as business banking and mortgage lending.

Skills

Proven client relationships

5+ years Wealth Management

Cross-functional collaboration

Business development

Job description

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 [e-mail] or 646-543-8932