About this opportunity
JCW Group lists this Wealth Advisor opportunity in stamford, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Posted: 07/10/2025 Location: Stamford, Connecticut, United States Salary: $ - $ Job type: Permanent
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
Apply Now
Worksite address
stamford, CT, 06925, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.