Financial Planner

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

We are seeking an experienced, client-focused Servicing Wealth Advisor / Financial Planner with an active CFP® certification to join a growing wealth management team. This role is ideal for someone who is passionate about financial planning and client relationships and wants to focus primarily on servicing clients rather than generating new business.

Key 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.

Qualifications

• 3+ years of experience in wealth management or financial planning.
• Strong financial planning knowledge and a genuine 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.