What are the responsibilities and job description for the VP, Wealth Advisor position at JCW Group?
Please closely read the job requirements.
We're helping our client, a bank with office in Bucks County, fill a couple different Wealth Advisor openings. These individual contributor positions, aimed at CFP/CFA-holders with 2-20 years of relevant banking experience, will manage a (mostly existing) portfolio of clients as well as generate new business for the bank.
Candidates must have:
- 2 years of banking experience and either a CFP or CFA
- Ideally a strong understanding of wealth management
- For the senior level, candidates will need prior experience advising clients on matters of wealth management and managing a book of business
- Ability to commute five days per week into the company's office in Bucks County
If you're interested and meet the above qualifications, email Sean at sean.salamon@jcwresourcing.com, attaching your resume. Thanks!