Certified Financial Planner

JCW Group; Virginia; On-site; USD 85,000 - 120,000; Full time

Job summary

JCW Group seeks a driven Financial Planner with CFP certification to join our collaborative wealth management team in Virginia. You will deliver comprehensive financial planning and build meaningful client relationships while contributing to a growing practice.

This role offers growth into leadership, teamwork with planners and operations, and active business development through networking and referrals.

Qualifications

• CFP certification required.
• Strong passion for financial planning and delivering high-quality, personalized advice to HNW clients.
• Demonstrated ability and desire to develop new business and grow client relationships.
• Highly relationship-oriented with a genuine commitment to understanding and serving clients.
• Collaborative mindset and enthusiasm for a team-based approach.
• Comfortable prospecting, networking, and participating in recruiting/headhunting efforts.
• Strong communication and interpersonal skills.
• Desire to grow professionally and potentially take on significant planning and leadership responsibilities over time.

Responsibilities

• Deliver comprehensive financial planning and advice tailored to each client's goals and circumstances.
• Build deep, long-term relationships with clients and serve as a trusted planning resource.
• Work collaboratively with other planners, advisors, operations professionals, and junior team members.
• Take an active approach to business development through networking, prospecting, referrals, and other client acquisition strategies.
• Take ownership of client planning needs while supporting the broader growth and success of the team.
• Develop toward increased leadership responsibility, with the potential to eventually lead financial planning for a larger office.

Skills

Relationship building

Client communication

Networking

Team collaboration

Education

CFP certification

Job description

We are seeking a driven, client-focused Financial Planner with an active CFP certification to join a collaborative and growing wealth management team. The ideal candidate is confident, growth-oriented, and deeply passionate about financial planning and building meaningful client relationships. This is an opportunity for someone who values a team-based approach and wants to take ownership of planning while growing into a larger leadership role over time.

Key Responsibilities

• Deliver comprehensive financial planning and advice tailored to each client's goals and circumstances.
• Build deep, long-term relationships with clients and serve as a trusted planning resource.
• Work collaboratively with other planners, advisors, operations professionals, and junior team members.
• Take an active approach to business development through networking, prospecting, referrals, and other client acquisition strategies.
• Take ownership of client planning needs while supporting the broader growth and success of the team.
• Develop toward increased leadership responsibility, with the potential to eventually lead financial planning for a larger office.

Qualifications

• CFP certification required
• Strong passion for financial planning and delivering high-quality, personalized advice to HNW clients.
• Demonstrated ability and desire to develop new business and grow client relationships.
• Highly relationship-oriented with a genuine commitment to understanding and serving clients.
• Collaborative mindset and enthusiasm for a team-based approach.
• Comfortable prospecting, networking, and participating in recruiting/headhunting efforts.
• Strong communication and interpersonal skills.
• Desire to grow professionally and potentially take on significant planning and leadership responsibilities over time.