What are the responsibilities and job description for the Senior Wealth Management Advisor position at JCW?
JCW is recruiting for a Senior Wealth Advisor for a rapidly growing Wealth Advisory Firm. The ideal candidate will have strong experience selling bank products to High Net Worth clients.
Responsibilities:
- Provide Premier Clients with banking products, such as financial planning, investment management and retirement support.
- Represent the bank and act in a Fiduciary capacity.
- Develop strong internal and external relationships and engaging in business community activities.
Qualifications:
- 7 years of Private Client/High Net Worth experience.
- Lead deposit, credit and investment portfolio growth efforts in Houston and surrounding towns.
- Bachelor’s degree; CFP, CFA or CIMA a plus.
For more information about this or other positions please contact Edmond Mintah at Edmond.mintah@jcwresourcing.com or call at 347-293-1533 .
