Private Wealth Client Advisor

JCW Group; United States; On-site; USD 150,000 - 250,000; Full time

Job summary

JCW Group partners with a leading national wealth management firm to identify an experienced UHNW Client Advisor. You will serve as the primary contact for select UHNW families, coordinating investment, planning, tax strategy, and family wealth services to deliver holistic advice.

This dual-mandate role blends relationship management with new client development, leveraging firm leads and collaborating with specialists to provide tailored, sophisticated solutions for complex family dynamics.

Qualifications

• 5+ years of experience in wealth management, private banking, or a similar client-facing advisory role, with a focus on HNW/UHNW clients
• Demonstrated success in both managing complex relationships and winning new clients
• Strong command of investment strategy, portfolio construction, and advanced planning concepts
• Exceptional communication and presence; comfortable advising sophisticated families, business owners, and executives
• CFP® strongly preferred; CFA, CTFA, or CPA is a plus

Responsibilities

• Engage and convert firm-generated leads and referrals into long-term client relationships, leading discovery meetings and presenting the firm’s capabilities
• Partner with business development and centers of influence (attorneys, CPAs, family office professionals) to expand relationships
• Develop tailored proposals that reflect each prospect’s goals, complexity, and family dynamics
• Serve as the lead advisor and trusted point of contact for an existing book of UHNW relationships
• Conduct regular reviews, deepen relationships across generations, and identify opportunities to expand the firm’s role
• Drive client retention and satisfaction through proactive, high-touch service
• Develop and implement customized investment strategies aligned with each client’s objectives, risk tolerance, liquidity needs, and tax situation
• Collaborate with the firm’s investment team on asset allocation, manager selection, and alternative investment opportunities
• Communicate portfolio performance, market outlook, and strategy adjustments clearly to clients
• Oversee comprehensive financial planning, including cash flow, retirement, tax-aware strategies, estate and gift planning, charitable giving, and risk management
• Coordinate with internal specialists and clients’ outside advisors on complex matters such as concentrated stock positions, business transitions, trusts, and family governance

Job description

JCW Search is partnering with a leading national wealth management firm to identify an experienced UHNW Client Advisor. Our client serves ultra-high-net-worth individuals, families, and their entities with a fully integrated offering spanning investment management, financial and estate planning, tax strategy, and family wealth services. The firm is known for its client-first culture, deep bench of specialists, and a platform built to support advisors in delivering sophisticated advice at scale.

The Opportunity

This is a dual-mandate role combining relationship management with new client development. The Client Advisor will serve as the primary point of contact for a select group of UHNW families while also converting a steady flow of qualified leads generated by the firm. You’ll lead the relationship end to end, coordinating internal investment, planning, tax, and trust specialists to deliver holistic, customized advice.

This role is well suited to an advisor who wants the resources and lead flow of a large firm without carrying the burden of building a book from scratch.

Key Responsibilities

Client Development

• Engage and convert firm-generated leads and referrals into long-term client relationships, leading discovery meetings and presenting the firm’s capabilities
• Partner with business development and centers of influence (attorneys, CPAs, family office professionals) to expand relationships
• Develop tailored proposals that reflect each prospect’s goals, complexity, and family dynamics

Relationship Management

• Serve as the lead advisor and trusted point of contact for an existing book of UHNW relationships
• Conduct regular reviews, deepen relationships across generations, and identify opportunities to expand the firm’s role
• Drive client retention and satisfaction through proactive, high-touch service
• Develop and implement customized investment strategies aligned with each client’s objectives, risk tolerance, liquidity needs, and tax situation
• Collaborate with the firm’s investment team on asset allocation, manager selection, and alternative investment opportunities
• Communicate portfolio performance, market outlook, and strategy adjustments clearly to clients

Wealth Planning

• Oversee comprehensive financial planning, including cash flow, retirement, tax-aware strategies, estate and gift planning, charitable giving, and risk management
• Coordinate with internal specialists and clients’ outside advisors on complex matters such as concentrated stock positions, business transitions, trusts, and family governance

Qualifications

• 5+ years of experience in wealth management, private banking, or a similar client-facing advisory role, with a focus on HNW/UHNW clients
• Demonstrated success in both managing complex relationships and winning new clients
• Strong command of investment strategy, portfolio construction, and advanced planning concepts
• Exceptional communication and presence; comfortable advising sophisticated families, business owners, and executives
• CFP® strongly preferred; CFA, CTFA, or CPA is a plus