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Senior Wealth Management Advisor

JCW
Wilmington, NC Full Time
POSTED ON 4/21/2025
AVAILABLE BEFORE 5/20/2025

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 .

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