Private Wealth Advisor

JCW Group; Bellevue (WA); On-site; USD 85,000 - 120,000; Full time

Job summary

JCW Group in Bellevue, WA is seeking an experienced financial advisor to grow a client book through new acquisitions while delivering holistic planning across retirement, tax, estate, and cash flow. The role emphasizes collaboration with internal investment and tax teams and ongoing client relationship management.

You will meet prospects through firm referrals, COIs, and personal networks, convert them to clients, and mentor junior advisors as the team expands.

Qualifications

• 2+ years as a financial advisor with direct client-facing planning experience.
• Proven track record of organic business development and client growth.
• CFP, CFA designations are a plus, not required.

Responsibilities

• Meet with qualified prospects sourced through firm referral network and personal relationships.
• Convert prospects into clients through discovery, proposal, and onboarding process.
• Build and maintain referral relationships with CPAs, estate attorneys, and other COIs in the Eastside market.
• Represent the firm at community and industry events.
• Manage an existing book of client relationships; serve as primary point of contact.
• Deliver comprehensive financial planning: retirement, tax planning coordination, estate planning coordination, cash flow, risk management, equity comp, business owner planning as applicable.
• Conduct regular review meetings (annual, semi-annual or quarterly).
• Coordinate with internal investment, tax, and paraplanning teams to execute on client plans.
• Maintain accurate CRM records, financial plans, and client documentation.

Skills

New client acquisition

Client relationship management

Financial planning

CRM

Mentor junior advisors

Education

CFP/CFA designation considered a plus

Tools

CRM software

Job description

Our client is a local RIA managing several billion in client assets across the Pacific Northwest. Fiduciary model, no proprietary products, no sales quotas tied to house funds. Growing headcount and AUM year over year through both referral-driven new business and lateral advisor hires.

This role involves both growing a book through new client acquisition and delivering holistic planning to an existing client base. Not a call-center role, prospects come through firm channels (COIs, centers of influence, existing client referrals, firm marketing) as well as the advisor's own network. Full planning and investment authority over assigned relationships.

New Business Development

• Meet with qualified prospects sourced through firm referral network, COIs, and personal relationships
• Convert prospects into clients through discovery, proposal, and onboarding process
• Build and maintain referral relationships with CPAs, estate attorneys, and other COIs in the Eastside market
• Represent the firm at community and industry events
• Manage an existing book of client relationships; serve as primary point of contact
• Deliver comprehensive financial planning: retirement, tax planning coordination, estate planning coordination, cash flow, risk management, equity comp, business owner planning as applicable
• Conduct regular review meetings (minimum annual, typically semi-annual/quarterly for larger relationships)
• Coordinate with internal investment, tax, and paraplanning teams to execute on client plans
• Maintain accurate CRM records, financial plans, and client documentation

Team & Firm

• Collaborate with internal specialists (investment committee, tax, trust/estate) rather than working in a silo
• Mentor junior advisors/associates as book and team grow
• Participate in firm-wide planning process improvements

Requirements

• 2+ years as a financial advisor/wealth advisor with direct client-facing planning experience
• Proven track record of both organic business development and client retention/growth
• CFP, CFA, and/or similar designations are a plus, not required

Please note that title and base salary is based on experience.