Private Wealth Advisor

JCW; Bensalem Township (Bucks County); On-site; USD 75,000 - 125,000; Full time

Job summary

A well-established financial institution is seeking a Wealth Advisor to enhance its wealth management team. The successful candidate will focus on delivering customized portfolio solutions and financial planning services to high-net-worth clients. Responsibilities include managing investment portfolios, ensuring compliance with regulations, and building long-term client relationships.

Qualifications

• 3+ years of experience in wealth management or investment advisory.
• Strong interpersonal skills and client-first mindset.

Responsibilities

• Design and manage client investment portfolios.
• Serve as primary contact for HNW/UHNW clients.
• Prepare investment reviews and reports.

Skills

Financial planning

Asset allocation

Interpersonal skills

Education

Bachelor’s degree in Finance, Economics, Business

CFP or CFA designation

Job description

1 day ago Be among the first 25 applicants

This range is provided by JCW. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

A well-established financial institution is seeking a Wealth Advisor to join its growing wealth management team. This role focuses on delivering customized portfolio solutions and financial planning services to high-net-worth clients, trust accounts, and multigenerational families.

If you're a relationship-driven investment professional who enjoys building long-term client trust and has a strong background in asset allocation, financial planning, and regulatory compliance — this could be a great fit.

Responsibilities:

• Design and manage client investment portfolios in alignment with goals, risk tolerance, and estate planning needs
• Serve as the primary point of contact for HNW/UHNW clients
• Prepare periodic investment reviews and client-ready reports
• Stay current on market trends and economic developments to inform asset allocation decisions
• Ensure all activities comply with banking regulations and internal risk policies
• Participate in client meetings, presentations, and community engagement events as needed

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field
• CFP or CFA designation required (or in active pursuit)
• 3+ years of experience in wealth management, investment advisory, or trust services
• Strong interpersonal skills and a client-first mindset
• Financial planning experience

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Banking and Investment Management

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