JCW Group
Base pay range
$125,000.00/yr - $200,000.00/yr Overview
Our client, a regional bank in Connecticut, is seeking an experienced Wealth Advisor with a transferable book of business to join their Private Banking and Wealth Management division. The ideal candidate will have a background in private banking, trust services, or high-net-worth client advisory. Key Responsibilities
Manage and grow a portfolio of high-net-worth clients. Provide comprehensive wealth management solutions, including investment advisory, trust and estate planning, credit, and banking services. Develop new client relationships through referrals, networking, and business development activities. Collaborate with internal partners (trust officers, private bankers, portfolio managers, etc.) to deliver a coordinated client experience. Ensure compliance with all internal policies and regulatory requirements. Qualifications
Minimum 5 years of experience in wealth advisory, private banking, or trust services. Proven track record of managing high-net-worth relationships. Portable book of business required. Strong knowledge of investment, estate, and financial planning concepts. Relevant licenses (e.g., Series 7, 66, or equivalent) preferred. Bachelor’s degree in finance, economics, business, or related field. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance Industries
Financial Services and Investment Management
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$125,000.00/yr - $200,000.00/yr Overview
Our client, a regional bank in Connecticut, is seeking an experienced Wealth Advisor with a transferable book of business to join their Private Banking and Wealth Management division. The ideal candidate will have a background in private banking, trust services, or high-net-worth client advisory. Key Responsibilities
Manage and grow a portfolio of high-net-worth clients. Provide comprehensive wealth management solutions, including investment advisory, trust and estate planning, credit, and banking services. Develop new client relationships through referrals, networking, and business development activities. Collaborate with internal partners (trust officers, private bankers, portfolio managers, etc.) to deliver a coordinated client experience. Ensure compliance with all internal policies and regulatory requirements. Qualifications
Minimum 5 years of experience in wealth advisory, private banking, or trust services. Proven track record of managing high-net-worth relationships. Portable book of business required. Strong knowledge of investment, estate, and financial planning concepts. Relevant licenses (e.g., Series 7, 66, or equivalent) preferred. Bachelor’s degree in finance, economics, business, or related field. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance Industries
Financial Services and Investment Management
#J-18808-Ljbffr