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VP, Wealth Advisor
Job in
Reading, Berks County, Pennsylvania, 19610, USA
Listed on 2026-06-14
Listing for:
JCW Group
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Banking & Finance, Wealth Management, Financial Advisor
Job Description & How to Apply Below
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 s, attaching your resume. Thanks!
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