Private Wealth Advisor

JCW Group; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

JCW Group, a growing wealth management practice within a CPA and tax planning firm in New York, is seeking a Private Wealth Advisor. The role focuses on business development, acquiring new high-net-worth clients, and expanding the wealth management book through firm referrals and targeted outreach.

You will own the prospect-to-client process, conduct discovery and presentations, and collaborate with tax professionals to deliver integrated planning.

Qualifications

• 3+ years of experience in wealth management or related advisory roles.
• Proven track record of generating or converting new business.
• Strong sales and relationship-development skills.
• Experience working with affluent or high-net-worth clients.
• Solid understanding of investments and wealth management.

Responsibilities

• Work directly with referrals and qualified leads from CPA and tax practice.
• Own the prospect-to-client process: outreach, discovery, presentations, follow-up, closing.
• Develop new business through personal networks, referrals, and centers of influence.
• Build relationships with high-net-worth individuals, business owners, executives, and families.
• Collaborate with tax professionals to deliver integrated wealth planning.

Skills

Sales

Relationship-building

Wealth management

Investments

Education

Financial licenses

Tools

CRM systems

Job description

Our client is a growing RIA within an established CPA and tax planning firm. We are seeking a Private Wealth Advisor to help drive continued growth of the firm's wealth management practice.

This is a business development and client acquisition role with a significant amount of opportunity generated through the firm's existing CPA and tax practice. The advisor will work with referred prospects and firm-generated leads, develop new relationships, and convert qualified opportunities into long-term wealth management clients.

Responsibilities

• Work directly with referrals and qualified leads provided through the firm's CPA and tax planning practice.
• Own the prospect-to-client process, including outreach, discovery meetings, presentations, follow-up, and closing.
• Develop new business through personal networks, professional relationships, referrals, and centers of influence.
• Build relationships with high-net-worth individuals, business owners, executives, and families.
• Identify wealth management opportunities within the firm's existing client base in partnership with the CPA and tax teams.
• Establish and maintain referral relationships with CPAs, attorneys, business advisors, and other professionals.
• Conduct financial and investment discussions and present appropriate wealth management strategies.
• Convert prospects into ongoing advisory relationships and ensure a smooth transition into the firm's client service model.
• Maintain an active pipeline and consistently follow up on opportunities.
• Work closely with the firm's tax and accounting professionals to provide an integrated wealth planning experience.
• Help develop and execute strategies to grow assets under management and overall revenue.

Qualifications

• 3+ years of experience in wealth management, financial advisory, private banking, or a related role.
• Proven track record of generating or converting new business.
• Strong sales and relationship-development skills.
• Experience working with affluent or high-net-worth clients.
• Strong understanding of investments, financial planning, and wealth management.
• Ability to manage a sales pipeline and move prospects through the decision-making process.
• Strong communication and presentation skills.
• Comfortable asking for the business and closing prospective clients.
• Experience working with professional referral sources is preferred.
• Existing client or professional relationships in the New York market are a plus.
• Relevant securities and advisory licenses required or preferred based on experience and current registration status.