Financial Planning Director

3 weeks ago


Stamford, Connecticut, United States Jobs via eFinancialCareers Full time
Director, Financial Planner/Wealth Advisor, Private Bank

At Webster, we're dedicated to helping individuals, families, and businesses achieve their financial goals. As a leading commercial bank, we're passionate about serving our clients and supporting our communities.

Key Responsibilities:

  • Collect and review client information to provide comprehensive financial planning analyses and recommendations.
  • Prepare and present financial plans and analyses to clients, incorporating data from eMoney and Excel spreadsheets.
  • Stay up-to-date on tax law, regulations, and investment climate to provide informed guidance.
  • Collaborate with Private Bank colleagues to strengthen client relationships and expand business opportunities.

Requirements:

  • Bachelor's degree required; MBA or JD a plus.
  • Certified Financial Planner (CFP) designation required.
  • Minimum seven to ten years relevant experience.
  • Strong analytical skills, attention to detail, and excellent communication skills.

What We Offer:

  • Estimated salary range: $120,000 USD to $160,000 USD.
  • Incentive compensation opportunities.
  • A dynamic and supportive work environment.

Webster is an Equal Opportunity Employer.



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