Senior Private Client Advisor

JCW Group; United States; Presencial; USD 130.000 - 190.000; Jornada completa

Descripción de la vacante

JCW Group is seeking an experienced Private Wealth Advisor to deliver comprehensive financial planning and investment guidance to ultra-high-net-worth clients. The advisor will develop long-term client relationships and lead advisory engagements across wealth management disciplines.

The ideal candidate is a CFP professional with a strong planning background, business development experience, and a proven track record of growing a book of business.

Formación

• Active CFP certification is required.
• Bachelor’s degree in Finance, Accounting, Business or related field.
• 8+ years of experience in wealth management or financial planning.
• Experience with ultra-high-net-worth clients, family offices, or similarly complex relationships.
• Proven ability to grow and manage a book of business.
• Strong business development and client acquisition skills.
• Excellent analytical, problem-solving, and financial planning capabilities.
• Strong communication and interpersonal skills with the ability to build trusted client relationships.
• Commitment to fiduciary responsibility and high ethical standards.
• Coachable, growth-oriented, and committed to continued professional development.

Responsabilidades

• Develop and maintain strong client relationships by understanding clients' financial goals and evolving needs.
• Lead client meetings and serve as the primary point of contact for ongoing financial planning and advisory needs.
• Develop comprehensive financial plans incorporating investment management, retirement and estate planning, tax considerations, and other wealth management areas.
• Analyze client financial information and develop tailored recommendations and strategies.
• Implement, monitor, and regularly update financial planning recommendations as client circumstances and market conditions evolve.
• Expand existing client relationships and generate new business through networking, referrals, and other business development efforts.
• Collaborate with colleagues across investment management, financial planning, operations, and other functions to provide coordinated client solutions.

Descripción del empleo

Our client is seeking an experienced Private Wealth Advisor to join a growing wealth management firm. This individual will be responsible for delivering comprehensive financial planning and investment guidance to ultra-high-net-worth clients while developing strong, long-term client relationships. The ideal candidate is a CFP professional with a strong financial planning background, demonstrated business development capabilities, and experience growing and managing a book of business.

Key Responsibilities

• Develop and maintain strong client relationships by understanding clients’ financial goals, priorities, and evolving needs.
• Lead client meetings and serve as a primary point of contact for ongoing financial planning and advisory needs.
• Develop comprehensive financial plans incorporating investment management, retirement planning, estate planning, tax considerations, and other areas of wealth management.
• Analyze client financial information and develop tailored recommendations and strategies.
• Implement, monitor, and regularly update financial planning recommendations as client circumstances and market conditions evolve.
• Expand existing client relationships and generate new business through networking, referrals, and other business development efforts.
• Collaborate with colleagues across investment management, financial planning, operations, and other functions to provide coordinated client solutions.

Qualifications

• Active CFP certification required.
• Bachelor’s degree required; Finance, Accounting, Business Administration, or a related field preferred.
• Minimum of 8 years of experience in wealth management or financial planning.
• Experience working with ultra-high-net-worth clients, family offices, or similarly complex client relationships
• Demonstrated experience managing and growing a book of business.
• Proven business development and client acquisition skills.
• Strong knowledge of comprehensive financial planning and wealth management strategies.
• Excellent analytical, problem-solving, and financial planning capabilities.
• Strong communication and interpersonal skills with the ability to build trusted client relationships.
• Commitment to fiduciary responsibility and high ethical standards.
• Coachable, growth-oriented, and committed to continued professional development.