Growth-Focused Private Wealth Advisor

JCW Group; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

JCW Group in New York is seeking a Private Wealth Advisor to drive growth of the firm's wealth management practice. You will work primarily via referrals from the CPA and tax planning teams to convert opportunities into lasting client relationships.

You will manage the end-to-end sales cycle, cultivate relationships with high-net-worth individuals and business owners, and coordinate with tax professionals to deliver integrated wealth planning solutions.

Qualifications

• 5+ years of experience in wealth management or related advisory roles.
• Proven track record of generating or converting new business.
• Strong sales and relationship-development skills.
• Experience with affluent or high-net-worth clients.
• Understanding of investments and financial planning.
• Ability to manage a sales pipeline and move prospects through decisions.
• Excellent communication and presentation skills.
• Experience working with professional referral sources preferred.
• Existing client or professional relationships in New York market a plus.
• Relevant securities and advisory licenses required or preferred.

Responsibilities

• Work directly with referrals and leads from CPA and tax planning practice.
• Own the prospect-to-client process, including outreach, discovery meetings, presentations, follow-up, and closing.
• Develop new business through personal networks, professional relationships, referrals, and centers of influence.
• Build relationships with high-net-worth individuals, business owners, executives, and families.
• Identify wealth management opportunities within the firm's existing client base in partnership with the CPA and tax teams.
• Establish and maintain referral relationships with CPAs, attorneys, business advisors, and other professionals.
• Conduct financial and investment discussions and present appropriate wealth management strategies.
• Convert prospects into ongoing advisory relationships and ensure a smooth transition into the firm's client service model.
• Maintain an active pipeline and consistently follow up on opportunities.
• Work closely with the firm's tax and accounting professionals to provide an integrated wealth planning experience.
• Help develop and execute strategies to grow assets under management and overall revenue.

Skills

Wealth management

Sales ability

Relationship building

Prospecting

Communication skills

Job description

JCW Group in New York is seeking a Private Wealth Advisor to drive growth of the firm's wealth management practice. You will work primarily via referrals from the CPA and tax planning teams to convert opportunities into lasting client relationships.

You will manage the end-to-end sales cycle, cultivate relationships with high-net-worth individuals and business owners, and coordinate with tax professionals to deliver integrated wealth planning solutions.