Remote Private Wealth Advisor | HNW Client Growth & Planning

JCW Group; Washington; On-site; USD 140,000 - 220,000; Full time

Job summary

JCW Group, a Washington-based growth-oriented RIA, is seeking a Private Wealth Advisor to manage and grow relationships with its high-value clients. The role offers significant autonomy and a warm referral pipeline with a flexible remote schedule.

The ideal candidate brings 7+ years in a fee-based advisory setting, holds a Series 65 or 66 license, and has a client-centric approach to wealth planning. CFP/CFA/CPWA is a plus; experience with 401(k) plans is helpful. Existing books welcomed.

Qualifications

• 7+ years of experience at an RIA or sales-oriented advisory firm.
• 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

Sales-minded

Relationship-driven

Business development

Education

Series 65/66 license

CFP/CFA/CPWA designation is a plus

Job description

JCW Group, a Washington-based growth-oriented RIA, is seeking a Private Wealth Advisor to manage and grow relationships with its high-value clients. The role offers significant autonomy and a warm referral pipeline with a flexible remote schedule.

The ideal candidate brings 7+ years in a fee-based advisory setting, holds a Series 65 or 66 license, and has a client-centric approach to wealth planning. CFP/CFA/CPWA is a plus; experience with 401(k) plans is helpful. Existing books welcomed.