JCW | Senior Wealth Management Advisor

JCW is recruiting for a Senior Wealth Advisor for a rapidly growing bank 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 ClientHigh 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 or call at 347-293-1533 .

Created: 2025-01-16