Private Wealth Advisor

JCW Group; Greenwich (CT); Hybrid; USD 120,000 - 210,000; Full time

Job summary

JCW Group in Fairfield County, CT seeks a Wealth Advisor to lead and grow a portfolio of high-net-worth clients. The role centers on comprehensive financial planning, investment oversight, and relationship management.

You will build new relationships through referrals and COIs, translate goals into planning strategies, and collaborate with investment and planning teams to deliver tailored advice.

Qualifications

• 5-10+ years of experience with high-net-worth clients.
• Strong planning background and ability to lead client meetings.
• Understanding of investment principles and portfolio construction.
• Track record in retaining and growing client relationships.

Responsibilities

• Serve as primary advisor for assigned client relationships; deliver comprehensive financial planning and portfolio reviews.
• Build new relationships through referrals, COIs, and targeted prospect development in Fairfield County.
• Translate client goals into actionable planning strategies (retirement, tax, estate, liquidity, business transitions).
• Coordinate with investment, planning, and operations teams to execute recommendations and maintain service standards.
• Document planning assumptions, risk profiles, and investment policy updates per firm procedures.
• Monitor portfolios; identify rebalancing, tax-loss harvesting, and other adjustments.

Skills

Wealth management

Financial planning

Portfolio construction

Relationship management

Client development

Education

CFP

CFA

CTFA

Tools

CRM

Portfolio management software

Job description

Overview:

An established Connecticut based wealth management firm is hiring a Wealth Advisor to lead and grow a portfolio of high-net-worth and emerging-ultra-high-net-worth households. This role centers on planning, investment oversight, and relationship management—not product distribution.

Key Responsibilities

• Serve as primary advisor for assigned client relationships; deliver comprehensive financial planning, asset allocation guidance, and ongoing portfolio reviews.
• Build new relationships through referrals, COIs, and targeted prospect development in the Fairfield County market.
• Translate client goals into actionable planning strategies (retirement, tax, estate, liquidity events, business-owner transitions).
• Coordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards.
• Document planning assumptions, risk profiles, and investment policy updates in line with firm procedures.
• Monitor client portfolios; identify rebalancing needs, tax-loss harvesting opportunities, and other portfolio-level adjustments.

Required Experience & Skills

• 5-10+ years as a financial advisor or wealth planner working with HNW clients.
• Strong planning background; ability to lead client meetings without reliance on product scripts.
• Solid understanding of investment principles, capital-markets basics, and portfolio construction in a discretionary or advisory setting.
• Track record of retaining clients and cultivating new ones through trust-based relationships.
• CFP, CFA, or CTFA is a plus.
• Full-time role based in Fairfield County with hybrid flexibility in office.
• Competitive base salary, incentive structure tied to both performance and revenue.