Demo

Senior Wealth Management Advisor

JCW
Wilmington, NC Full Time
POSTED ON 2/13/2025
AVAILABLE BEFORE 4/23/2025

JCW is recruiting for a Senior Wealth Advisor for a rapidly growing Wealth Advisory Firm in the Wilmington, DE. 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 .

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Senior Wealth Management Advisor?

    Sign up to receive alerts about other jobs on the Senior Wealth Management Advisor career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $220,587 - $322,370
    Income Estimation: 
    $182,497 - $259,882
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $135,979 - $195,706
    Income Estimation: 
    $55,807 - $75,355
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $74,518 - $109,554
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at JCW

    JCW
    Hired Organization Address Orange, CA Full Time
    JCW is currently partnering with a Commercial Bank based in Los Angeles who is looking to bring on a new BSA Officer to ...
    JCW
    Hired Organization Address Iselin, NJ Full Time
    Please closely read the job requirements. No exceptions will be made for candidates who do not meet the minimum qualific...
    JCW
    Hired Organization Address Charlotte, NC Full Time
    JCW is recruiting on behalf of a fast-growing specialty carrier looking to add an Underwriting Associate to their team i...
    JCW
    Hired Organization Address New York, NY Full Time
    JCW is partnering with a local Commercial Bank in the NYC area who is looking to bring on a new Compliance Officer to th...

    Not the job you're looking for? Here are some other Senior Wealth Management Advisor jobs in the Wilmington, NC area that may be a better fit.

    Associate Financial Advisor

    Affinity Wealth Management LLC, Wilmington, NC

    Wealth Management Advisor

    E.A. Buck Financial Services, Leland, NC

    AI Assistant is available now!

    Feel free to start your new journey!