Senior Private Client Advisor - Hybrid, Autonomy, Growth

JCW Group; Seattle (WA); Hybrid; USD 120,000 - 200,000; Full time

Job summary

JCW Group in Bellevue, WA, is seeking a Private Client Advisor to build and grow relationships with high-net-worth clients. The role offers significant autonomy, a warm referral pipeline, and a hybrid work schedule within a growing advisory firm.

You will lead conversations on investments and wealth planning, guiding clients through complex needs while collaborating with founders and senior advisors as the business expands.

Qualifications

• 7+ years in an RIA or sales-focused advisory firm.
• Sales-minded, relationship-driven business development.
• Series 65 or 66 license.
• CFP, CFA, or CPWA designation is a plus, but not required.

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

Sales-oriented

Financial planning

Series 65/66 license

CFP/CFA/CPWA (plus)

Job description

JCW Group in Bellevue, WA, is seeking a Private Client Advisor to build and grow relationships with high-net-worth clients. The role offers significant autonomy, a warm referral pipeline, and a hybrid work schedule within a growing advisory firm.

You will lead conversations on investments and wealth planning, guiding clients through complex needs while collaborating with founders and senior advisors as the business expands.