Financial Planning and Administration Lead

6 days ago


Danbury, Connecticut, United States JCW Full time

JCW seeks a dedicated Financial Planning and Administration Lead to contribute to the success of our wealth management team. In this role, you will be responsible for administering high-net-worth and trust accounts, identifying new business opportunities, and supporting financial planning initiatives.

About the Role:

  • You will manage and administer trust and investment accounts, ensuring adherence to fiduciary standards and regulatory requirements.
  • Collaborate with senior wealth management officers, advisors, and bankers to develop new business opportunities and grow the portfolio.
  • Provide expert guidance to clients on wealth management strategies and help them achieve their financial objectives.
  • Establish and maintain strong relationships with clients to drive long-term growth and satisfaction.
  • Work closely with internal teams to deliver exceptional client service and support the bank's overall mission.

Requirements:

  • A minimum of 2 years of experience in wealth management, trust administration, or financial planning.
  • Excellent communication and relationship-building skills.
  • Strong understanding of fiduciary principles, trust regulations, and industry best practices.
  • Ability to work collaboratively with senior leadership and client-facing teams.
  • Pursuing CFP certification is strongly recommended.


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