Senior Wealth Advisor: Planning-First HNW
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listing for:
JCW Group
Full Time
position
Listed on 2026-11-13
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A wealth management firm in Connecticut is seeking a Wealth Advisor to lead a portfolio of high-net-worth clients. The ideal candidate will have 5-10+ years of experience in financial advising, focusing on comprehensive planning and relationship management. Responsibilities include building new client relationships and monitoring investment portfolios. A CFP certification is strongly preferred. This is a full-time role offering a competitive salary and incentives based on client satisfaction.
The following role is for a Senior Wealth Advisor:
Planning-First for HNW Growth with JCW Group. Are you ready to take on the Senior Wealth Advisor:
Planning-First for HNW Growth role at JCW Group? We would love to welcome a new Senior Wealth Advisor:
Planning-First for HNW Growth to our group in Greenwich, CT, United States. For the Senior Wealth Advisor:
Planning-First for HNW Growth position at JCW Group, we are reviewing applications now.
Position Requirements
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