Private Banking Wealth Advisor

Our client, a regional bank in Fairfield County, Connecticut, is seeking an experienced Wealth Advisor with a transferable book of business to join their Private Banking and Wealth Management division. The ideal candidate will have a background in private banking, trust services, or high-net-worth client advisory.

Key Responsibilities:

• Manage and grow a portfolio of high-net-worth clients.
• Provide comprehensive wealth management solutions, including investment advisory, trust and estate planning, credit, and banking services.
• Develop new client relationships through referrals, networking, and business development activities.
• Collaborate with internal partners (trust officers, private bankers, portfolio managers, etc.) to deliver a coordinated client experience.
• Ensure compliance with all internal policies and regulatory requirements.

Qualifications:

• Minimum 5 years of experience in wealth advisory, private banking, or trust services.
• Proven track record of managing high-net-worth relationships.
• Portable book of business required.
• Strong knowledge of investment, estate, and financial planning concepts.
• Relevant licenses (e.g., Series 7, 66, or equivalent) preferred.
• Bachelor’s degree in finance, economics, business, or related field.