Trust & Wealth Planning Officer Job at JCW, Danbury, CT

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  • JCW
  • Danbury, CT

Job Description

Our client, a well-known and respected community bank in Connecticut, is seeking a Wealth Management and Trust Officer to join their team. This role is responsible for administering high-net-worth and trust accounts, developing new business, and supporting financial planning efforts.

Responsibilities:

  • Manage and administer trust and investment accounts, ensuring compliance with fiduciary standards.
  • Develop new business by following up on leads and participating in client meetings with senior wealth management officers, advisors, and bankers.
  • Support financial planning efforts and provide guidance to clients on wealth management strategies.
  • Build relationships with existing and prospective clients to support long-term growth.
  • Work closely with internal teams to deliver a coordinated approach to client service.

Qualifications:

  • 2+ years experience in wealth management, trust administration, or financial planning.
  • Strong relationship management skills and the ability to engage with clients and prospects.
  • Knowledge of fiduciary principles and trust regulations.
  • Ability to work collaboratively with senior leadership and client-facing teams.
  • Studying for CFP or CFP Certification strongly preferred.

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