Private Wealth Advisor

JCW Group; Washington (Washington County); On-site; USD 120,000 - 170,000; Full time

Job summary

JCW Group seeks an experienced Private Wealth Advisor to manage and grow relationships with high-net-worth clients from a Washington-based advisory environment. The role offers autonomy, a warm referral pipeline, and the flexibility of a remote schedule within a growing firm.

You will lead conversations on investments and wealth management, guide complex financial planning, and convert warm leads into lasting advisory relationships while collaborating with founders and senior advisors as the

Qualifications

• 7+ years of experience at an RIA or sales-oriented advisory firm.
• Sales-minded, relationship-driven approach to business development.
• Series 65 or 66 license.
• CFP, CFA, or CPWA designation is a plus, but not required.
• 401(k) or retirement plan experience helpful.
• Ideally located in the Pacific Northwest region.
• Candidates with an existing book of business are welcome — compensation for a book can be discussed separately.

Responsibilities

• Build and manage a book of high-net-worth client relationships
• Lead educational conversations with clients around investments and wealth management opportunities
• Guide clients through complex financial planning needs, including wills, trusts, and inheritance planning
• Convert qualified, warm leads into long-term advisory relationships
• Work alongside founders and senior advisors as business is passed through the firm's growing pipeline

Skills

Relationship-driven

Business development

Client education

Education

Series 65 or 66 license

CFP, CFA, or CPWA designation (optional)

Job description

Our client is a growing registered investment advisory (RIA) firm based in Washington. Backed by a well-established referral network, the firm is known for its strong track record of promoting from within. They're looking to add a Private Wealth Advisor to manage and grow relationships with their highest-value clients.

This is a great opportunity for an experienced advisor who wants significant autonomy, a warm referral pipeline, and the flexibility of a remote schedule at a growing firm.

What You'll Do

• Build and manage a book of high-net-worth client relationships
• Lead educational conversations with clients around investments and wealth management opportunities
• Guide clients through complex financial planning needs, including wills, trusts, and inheritance planning
• Convert qualified, warm leads into long-term advisory relationships
• Work alongside founders and senior advisors as business is passed through the firm's growing pipeline

What We're Looking For

• 7+ years of experience at an RIA or sales-oriented advisory firm
• A sales-minded, relationship-driven approach to business development
• Series 65 or 66 license
• CFP, CFA, or CPWA designation is a plus, but not required
• 401(k) or retirement plan experience helpful
• Ideally located in the Pacific Northwest region
• Candidates with an existing book of business are welcome — compensation for a book can be discussed separately