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First County Bank · 2 months ago

Wealth Advisor

Stamford, CT

Full-time

Onsite

Mid Level

First County Bank is a respected 170-year-old institution with deep community roots. They are seeking a Wealth Advisor to serve as the primary relationship manager for high-net-worth clients, delivering customized wealth management solutions and driving growth through strategic prospecting and exceptional client service.

CommunitiesFinancial ServicesInsuranceNon ProfitVenture Capital

Responsibilities

Serve as the primary relationship manager for a select group of high-net-worth clients

Deliver holistic, customized wealth management solutions

Deepen existing relationships and cultivate new business through strategic prospecting

Provide trusted advice and exceptional client service

Drive growth through thoughtful planning and proactive guidance

Coordinate with internal partners and external advisors

Qualification

Wealth managementClient relationship managementStrategic prospectingHolistic financial planningExceptional client service

Required

Bring your talent, hunger to learn and desire to grow

Serve as the primary relationship manager for a select group of high-net-worth clients

Deliver holistic, customized wealth management solutions

Deepen existing relationships and cultivate new business through strategic prospecting

Provide trusted advice and exceptional client service

Drive growth through thoughtful planning and proactive guidance

Coordinate with internal partners and external advisors

Company

First County Bank

First County Bank is a bank providing community banking services in Lower Fairfield County.

Founded in 1851

Stamford, Connecticut, USA

51-200 employees

http://firstcountybank.com

Funding

Current Stage

Growth Stage

Leadership Team

Robert G.

Chairman & Chief Executive Officer

John Bonora

EVP - Chief Financial Officer, Chief Risk Officer, & Treasurer

Company data provided by crunchbase