Growth-Oriented Private Wealth Advisor

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

Job summary

JCW Group, a growing wealth management practice within a CPA and tax planning firm in New York, is seeking a Private Wealth Advisor. The role focuses on business development, acquiring new high-net-worth clients, and expanding the wealth management book through firm referrals and targeted outreach.

You will own the prospect-to-client process, conduct discovery and presentations, and collaborate with tax professionals to deliver integrated planning.

Qualifications

• 3+ 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 working with affluent or high-net-worth clients.
• Solid understanding of investments and wealth management.

Responsibilities

• Work directly with referrals and qualified leads from CPA and tax practice.
• Own the prospect-to-client process: outreach, discovery, presentations, follow-up, closing.
• Develop new business through personal networks, referrals, and centers of influence.
• Build relationships with high-net-worth individuals, business owners, executives, and families.
• Collaborate with tax professionals to deliver integrated wealth planning.

Skills

Sales

Relationship-building

Wealth management

Investments

Education

Financial licenses

Tools

CRM systems

Job description

JCW Group, a growing wealth management practice within a CPA and tax planning firm in New York, is seeking a Private Wealth Advisor. The role focuses on business development, acquiring new high-net-worth clients, and expanding the wealth management book through firm referrals and targeted outreach.

You will own the prospect-to-client process, conduct discovery and presentations, and collaborate with tax professionals to deliver integrated planning.