J2T Recruiting
The Wealth Manager will fully own a client book and lead comprehensive planning and relationship management efforts for a growing wealth management firm in Darien, CT. This role involves managing and growing assigned client relationships, leading client meetings, and mentoring junior advisors. The position requires advanced planning skills and a strong understanding of compliance to contribute to firm revenue and AUM growth.
Accounting and Finance Recruiters, Permanent Placement, Contract Placement, Denver, Boulder, Ft. Collins, Longmont, Colorado Springs, and High Level Contracting
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for J2T Recruiting.
7% above the average for this role