Private Client Advisor

JCW Group; Seattle (WA); Hybrid; USD 120,000 - 200,000; Full time

Job summary

JCW Group in Bellevue, WA, is seeking a Private Client Advisor to build and grow relationships with high-net-worth clients. The role offers significant autonomy, a warm referral pipeline, and a hybrid work schedule within a growing advisory firm.

You will lead conversations on investments and wealth planning, guiding clients through complex needs while collaborating with founders and senior advisors as the business expands.

Qualifications

• 7+ years in an RIA or sales-focused advisory firm.
• Sales-minded, relationship-driven business development.
• Series 65 or 66 license.
• CFP, CFA, or CPWA designation is a plus, but not required.

Responsibilities

• Build and manage a book of high-net-worth client relationships.
• Lead educational conversations with clients around investments and wealth management opportunities.
• Guide clients through complex financial planning needs, including wills, trusts, and inheritance planning.
• Convert qualified, warm leads into long-term advisory relationships.
• Work alongside founders and senior advisors as business is passed through the firm's growing pipeline.

Skills

Relationship-driven

Sales-oriented

Financial planning

Series 65/66 license

CFP/CFA/CPWA (plus)

Job description

Our client is a growing registered investment advisory (RIA) firm based in Bellevue, WA. Backed by a well-established referral network, the firm is known for its strong track record of promoting from within. They're looking to add a Private Client Advisor to manage and grow relationships with their highest-value clients.

This is a great opportunity for an experienced advisor who wants significant autonomy, a warm referral pipeline, and the flexibility of a hybrid schedule at a growing firm.

What You'll Do

• Build and manage a book of high-net-worth client relationships
• Lead educational conversations with clients around investments and wealth management opportunities
• Guide clients through complex financial planning needs, including wills, trusts, and inheritance planning
• Convert qualified, warm leads into long-term advisory relationships
• Work alongside founders and senior advisors as business is passed through the firm's growing pipeline

What We're Looking For

• 7+ years of experience at an RIA or sales-oriented advisory firm
• A sales-minded, relationship-driven approach to business development
• Series 65 or 66 license
• CFP, CFA, or CPWA designation is a plus, but not required
• 401(k) or retirement plan experience helpful
• Comfortable in a hybrid environment, with an office base in Bellevue, WA
• Candidates with an existing book of business are welcome — compensation for a book can be discussed separately