Onsite Senior Wealth Advisor — Growth-RIA

JCW Group; Seattle (WA); On-site; USD 90,000 - 130,000; Full time

Job summary

JCW Group in Seattle is seeking experienced Wealth Advisors to join a growing team, onsite five days a week north of the city. The firm has an established client base and will provide leads with no cold outreach required.

Candidates should have 2–5+ years in wealth management roles (PM/advisor/RM/planner), and CFP/CFA/CPWA certifications are highly desirable. Email [e-mail] with your resume.

Qualifications

• 2-5y+ of experience as a wealth management PM/advisor/RM/planner.
• Certifications like CFP, CFA, or CPWA are highly desirable.
• Ability to work out of the office five days per week.

Skills

Wealth management

Sales

Client relationships

CFP

CFA

CPWA

Job description

JCW Group in Seattle is seeking experienced Wealth Advisors to join a growing team, onsite five days a week north of the city. The firm has an established client base and will provide leads with no cold outreach required.

Candidates should have 2–5+ years in wealth management roles (PM/advisor/RM/planner), and CFP/CFA/CPWA certifications are highly desirable. Email [e-mail] with your resume.