Client-Focused Wealth Planner (CFP)

JCW Group; Virginia (MN); On-site; USD 90,000 - 150,000; Full time

Job summary

JCW Group is seeking an experienced Servicing Wealth Advisor / Financial Planner with an active CFP® certification to join our growing wealth management team. This role emphasizes servicing clients and delivering tailored financial plans rather than generating new business.

You will manage day-to-day advisory needs, build long-term client relationships, and collaborate with the lead advisor to ensure a seamless client experience while supporting practice development.

Qualifications

• 3+ years of experience in wealth management or financial planning.
• Strong financial planning knowledge and passion for planning-focused work.
• Demonstrated experience managing and developing client relationships.
• Highly client-service oriented with strong interpersonal and communication skills.
• Comfortable taking ownership of established and newly acquired client relationships.
• Collaborative mindset and ability to work closely with a lead advisor and supporting team.

Responsibilities

• Serve as the primary point of contact for assigned client relationships and manage their day-to-day advisory and planning needs.
• Deliver comprehensive financial planning and personalized advice based on each client's goals and circumstances.
• Take ownership of all new client relationships brought into the practice.
• Build deep, long-term relationships with clients and provide a high level of ongoing service.
• Collaborate closely with the lead advisor and broader team to ensure a seamless client experience.
• Support business development efforts as needed.

Skills

Wealth management

Financial planning

Client relationship management

Interpersonal & communication skills

Ownership of client relationships

Collaborative teamwork

Education

CFP certification

Job description

JCW Group is seeking an experienced Servicing Wealth Advisor / Financial Planner with an active CFP® certification to join our growing wealth management team. This role emphasizes servicing clients and delivering tailored financial plans rather than generating new business.

You will manage day-to-day advisory needs, build long-term client relationships, and collaborate with the lead advisor to ensure a seamless client experience while supporting practice development.