Wealth Advisor

Default Brand; Stamford (CT); On-site; USD 159,000 - 190,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Interpersonal skills

Consultative selling

Communication

Relationship management

Financial planning knowledge

Education

Bachelor’s degree in Finance, Economics, or Business

CFP®, CFA®, CTFA, CPWA®, JD, or MBA

Job description

YOU - Bring your talent, hunger to learn and desire to grow.

WE - Will provide you with the training and experience you need to become a Trusted Advisor to your clients.

TEAM - As part of the FCB team, you will share in the satisfaction of working for a respected 170-year-old institution with deep community roots and a tradition of giving back.

First County Bank - It's where you belong!

We are currently looking for a Wealth Advisor to join our First County Advisors team! This individual will serve as the primary relationship manager for a select group of high-net-worth clients, delivering holistic, customized wealth management solutions, as well as deepening existing relationships and cultivating new business through strategic prospecting, trusted advice, and exceptional client service. As the client’s key point of contact, the Wealth Advisor drives growth through thoughtful planning, proactive guidance, and coordination with internal partners and external advisors. Work Hours: 8:30am - 4:30pm, Monday through Friday.

Primary Responsibilities:

Client Relationship Management:

• Serve as the trusted advisor and primary contact for all client needs, providing strategic advice across investment management, wealth transfer, and financial planning.
• Develop a deep understanding of each client’s goals, preferences, and family dynamics to deliver tailored strategies and maintain long-lasting relationships.
• Conduct regular client reviews to ensure portfolios and planning strategies remain aligned with objectives and market conditions.
• Collaborate with clients’ attorneys, accountants, and other advisors to ensure a cohesive approach to wealth management.
• Lead and oversee the onboarding process for new clients, ensuring a smooth and exceptional experience.

Business Development & Revenue Growth:

• Actively identify and pursue new business opportunities from existing relationships, internal referrals, and external centers of influence.
• Build and maintain a robust pipeline of prospective clients through networking, community involvement, and strategic outreach.
• Deliver a disciplined discovery and planning process to identify client needs and position comprehensive solutions that generate new assets, deposits, and lending opportunities.
• Develop and execute a personal business development plan to meet or exceed revenue and growth objectives.

Client Experience & Service Delivery:

• Ensure consistent delivery of the First County Advisors client experience and uphold service standards across all client segments.
• Maintain accountability for client satisfaction, proactively addressing concerns and coordinating with team members to resolve issues promptly.
• Stay current on financial markets, investment products, and planning strategies to inform clients and deliver relevant, timely advice.
• Accurately document client communications, planning activity, and service delivery in the firm’s CRM system.
• Work closely with internal partners, including other lines of business such as commercial, retail, mortgage, and business banking, to deliver an integrated client experience.
• Represent the Wealth Management division in community and professional settings to build visibility and trust.
• Promote a culture of excellence, accountability, and client-centric service through personal leadership and collaboration.

Requirements/Qualifications:

• Bachelor’s degree required; concentration in Finance, Economics, or Business preferred.
• Minimum of 8 years of progressive experience in wealth management, private banking, or financial advisory roles.
• Proven success in managing relationships with affluent or high-net-worth individuals and families.
• Advanced credentials such as CFP®, CFA®, CTFA, CPWA®, JD, or MBA strongly preferred.
• Exceptional interpersonal, communication, and consultative selling skills.
• Deep knowledge of investment management, estate planning, financial planning, and credit solutions.
• Some local travel between branches required.

This position carries individual revenue goals and is eligible for incentive compensation based on performance against defined targets.
Wage Range: $159,000 - $190,000
Salary commensurate with experience

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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