Private Wealth Client Advisor — HNW Relationships

JCW Group; Chicago (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

JCW Group in Chicago is hiring a Client Services Advisor to support the lead advisor/founder in managing client relationships, assisting with financial planning, and some prospecting as the firm grows. The role involves liaising with and taking over some existing client accounts; prior high-net-worth relationship management experience is highly valued.

An ideal candidate will hold a Series 65/66 license and have several years of experience in front of high-net-worth clients.

Qualifications

• Experience in client relationship management with high-net-worth clients is preferred.
• Ability to support financial planning discussions andCoordinate with senior advisors.

Responsibilities

• Support the lead advisor/founder in managing client relationships.
• Assist with financial planning tasks as needed.
• Prospect for new clients and take over select existing client accounts.

Job description

JCW Group in Chicago is hiring a Client Services Advisor to support the lead advisor/founder in managing client relationships, assisting with financial planning, and some prospecting as the firm grows. The role involves liaising with and taking over some existing client accounts; prior high-net-worth relationship management experience is highly valued.

An ideal candidate will hold a Series 65/66 license and have several years of experience in front of high-net-worth clients.