Private Wealth Advisor

JCW Group; Tampa (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

JCW Group in Tampa is seeking a Client Advisor to service an established book of high-net-worth clients and provide comprehensive financial planning.

You will lead client meetings, develop retirement, estate, tax, cash flow, and risk plans, and coordinate with investment and operations teams to deliver exceptional service. The ideal candidate has 5+ years in wealth management and CFP designation preferred.

Qualifications

• 5+ years in wealth management or financial planning.
• Experience servicing high-net-worth individuals and families.
• Strong financial planning knowledge across retirement, estate, tax, cash flow and risk planning.
• Excellent communication and relationship-management skills.

Responsibilities

• Serve as primary advisor and point of contact for HNW clients and families.
• Manage and strengthen existing client relationships.
• Develop and deliver comprehensive financial plans including retirement, estate, tax, cash flow and risk planning.
• Prepare for and lead client meetings and ongoing planning reviews.
• Develop actionable recommendations based on clients’ goals and circumstances.
• Coordinate with investment, operations, and internal teams to deliver high-level service.
• Identify additional planning needs and opportunities within the client base.
• Ensure timely follow-through on client requests, recommendations and deliverables.

Skills

Wealth management

Client relationship management

Financial planning

Communication skills

Meetings leadership

Education

CFP designation preferred

Job description

Our client is a rapidly expanding RIA in the Tampa Bay area seeking a Client Advisor to service an established book of high-net-worth client relationships and provide comprehensive financial planning.

Responsibilities

• Serve as a primary advisor and point of contact for HNW clients and families.
• Manage and strengthen existing client relationships.
• Develop and deliver comprehensive financial plans, including retirement, estate, tax, cash flow, and risk planning.
• Prepare for and lead client meetings and ongoing planning reviews.
• Develop actionable recommendations based on clients’ financial goals and circumstances.
• Coordinate with investment, operations, and other internal teams to deliver a high level of client service.
• Identify additional planning needs and opportunities within the existing client base.
• Ensure timely follow-through on client requests, recommendations, and deliverables.

Qualifications

• 5+ years of experience in wealth management, financial planning, or a related client-facing role.
• Experience working directly with high-net-worth individuals and families.
• Strong financial planning expertise and technical knowledge.
• Excellent communication and relationship-management skills.
• Ability to independently manage client relationships and lead meetings.
• CFP® designation preferred, or actively pursuing the designation.

The Opportunity

This is an opportunity to join a high-growth RIA with a strong existing client base and significant growth ahead. The ideal candidate is an experienced advisor who enjoys working directly with HNW clients and wants to take on meaningful responsibility within a growing firm.