Associate Wealth Advisor (Warm Referrals) – Bellevue Growth

JCW Group; Seattle (WA); On-site; USD 85,000 - 130,000; Full time

Job summary

JCW Group is seeking an Associate Advisor in Bellevue, WA to grow a client book through in-house warm referrals and COI introductions. You will educate clients on investments and wealth management, then guide planning needs like wills and trusts while building long-term advisory relationships with support from senior staff.

The role emphasizes a sales-minded, relationship-driven approach, and requires a Series 65/66 license with 2–5 years in an RIA or similar advisory setting.

Qualifications

• 2–5 years of experience at an RIA or sales-oriented advisory firm.
• Series 65 or 66 license required.
• CFP, CFA, or CPWA designation is a plus but not required.
• 401(k) or retirement plan experience is helpful.
• Must be comfortable in an in-person, team-based environment (5 days on-site in Bellevue, WA).

Responsibilities

• Build and manage a client book primarily through warm referrals from the firm's COI network.
• Lead educational conversations with clients around investments and wealth management opportunities.
• Guide clients through financial planning needs, including wills, trusts, and inheritance planning.
• Convert qualified, warm leads into long-term advisory relationships.
• Collaborate with senior advisors and founders as the firm grows.

Skills

Sales mindset

Relationship building

Client communication

Team collaboration

Education

Series 65/66 license

CFP

CFA

CPWA

Job description

JCW Group is seeking an Associate Advisor in Bellevue, WA to grow a client book through in-house warm referrals and COI introductions. You will educate clients on investments and wealth management, then guide planning needs like wills and trusts while building long-term advisory relationships with support from senior staff.

The role emphasizes a sales-minded, relationship-driven approach, and requires a Series 65/66 license with 2–5 years in an RIA or similar advisory setting.