Financial Advisor

JCW Group; Seattle (WA); On-site; USD 55,000 - 85,000; Full time

Job summary

JCW Group in Bellevue, WA is seeking a junior Financial Advisor to build a book of high-net-worth clients and manage ongoing relationships.

The role includes collaborating with a dedicated planning department to develop and present financial plans, with a path to advance within a holistic wealth-management focused practice. Ideal candidate has prior prospecting experience and holds Series 65/66 licenses.

Qualifications

• Prior experience in a similar prospecting role.
• Series 65/66 licensed.
• Focus on high-net-worth client relationships and holistic wealth management.

Responsibilities

• Build a book of high-net-worth clients.
• Manage ongoing client relationships and service needs.
• Collaborate with planning department to develop and present financial plans.

Skills

Prospecting

Relationship management

Financial advisory

Education

Series 65/66 licensed

Job description

JCW is partnered with a growing RIA in Bellevue as they're looking to hire a junior level Financial Advisor. This position will be focused on building out a book of high-net-worth clients and managing client relationships. The firm is very collaborative and has a separate planning department to assist Advisors with developing and presenting financial plans. An ideal candidate will have prior experience in a similar prospecting role and will be Series 65/66 licensed.

This is a great opportunity for someone who's in a similar position, but is looking to move from a product based role to a firm that focuses on holistic wealth management. This is a firm that focuses on true HNW/UHNW clients and will not be asking you to sell financial products to your own network.