Overview
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 crosscollaborate 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 [email protected] or 646-543-8932