Senior Wealth Advisor Job at JCW, Greenwich, CT

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  • JCW
  • Greenwich, CT

Job Description

We are partnered with a regional bank with a strong presence in the Fairfield County market that is seeking a Senior Wealth Advisor. This individual will be responsible for financial and estate planning, business development, and managing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Key Responsibilities:

  • Deliver financial and estate planning solutions to HNW and UHNW clients
  • Source and develop new client relationships
  • Manage existing client relationships with a focus on retention and growth
  • Collaborate with internal partners to deliver comprehensive wealth management services
  • Maintain awareness of regulatory changes and industry trends

Qualifications:

  • 7+ years of experience in wealth management or private banking
  • Proven experience in financial and estate planning
  • Established track record of business development and sales with HNW and UHNW clients
  • FINRA Series 7 and 66 (or equivalent) and applicable insurance licenses preferred
  • CFP, JD, or CPA designation preferred
  • Strong knowledge of investment products, trust and estate strategies, and tax planning concepts

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