Senior Wealth Advisor

JCW Group; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

JCW Group in New York is seeking a Private Wealth Advisor to drive growth of the firm's wealth management practice. You will work primarily via referrals from the CPA and tax planning teams to convert opportunities into lasting client relationships.

You will manage the end-to-end sales cycle, cultivate relationships with high-net-worth individuals and business owners, and coordinate with tax professionals to deliver integrated wealth planning solutions.

Qualifications

• 5+ years of experience in wealth management or related advisory roles.
• Proven track record of generating or converting new business.
• Strong sales and relationship-development skills.
• Experience with affluent or high-net-worth clients.
• Understanding of investments and financial planning.
• Ability to manage a sales pipeline and move prospects through decisions.
• Excellent communication and presentation skills.
• Experience working with professional referral sources preferred.
• Existing client or professional relationships in New York market a plus.
• Relevant securities and advisory licenses required or preferred.

Responsibilities

• Work directly with referrals and leads from CPA and tax planning practice.
• Own the prospect-to-client process, including outreach, discovery meetings, presentations, follow-up, and closing.
• Develop new business through personal networks, professional relationships, referrals, and centers of influence.
• Build relationships with high-net-worth individuals, business owners, executives, and families.
• Identify wealth management opportunities within the firm's existing client base in partnership with the CPA and tax teams.
• Establish and maintain referral relationships with CPAs, attorneys, business advisors, and other professionals.
• Conduct financial and investment discussions and present appropriate wealth management strategies.
• Convert prospects into ongoing advisory relationships and ensure a smooth transition into the firm's client service model.
• Maintain an active pipeline and consistently follow up on opportunities.
• Work closely with the firm's tax and accounting professionals to provide an integrated wealth planning experience.
• Help develop and execute strategies to grow assets under management and overall revenue.

Skills

Wealth management

Sales ability

Relationship building

Prospecting

Communication skills

Job description

Our client is a growing RIA within an established CPA and tax planning firm. We are seeking a Private Wealth Advisor to help drive continued growth of the firm's wealth management practice.

This is a business development and client acquisition role with a significant amount of opportunity generated through the firm's existing CPA and tax practice. The advisor will work with referred prospects and firm-generated leads, develop new relationships, and convert qualified opportunities into long-term wealth management clients.

Responsibilities

• Work directly with referrals and qualified leads provided through the firm's CPA and tax planning practice.
• Own the prospect-to-client process, including outreach, discovery meetings, presentations, follow-up, and closing.
• Develop new business through personal networks, professional relationships, referrals, and centers of influence.
• Build relationships with high-net-worth individuals, business owners, executives, and families.
• Identify wealth management opportunities within the firm's existing client base in partnership with the CPA and tax teams.
• Establish and maintain referral relationships with CPAs, attorneys, business advisors, and other professionals.
• Conduct financial and investment discussions and present appropriate wealth management strategies.
• Convert prospects into ongoing advisory relationships and ensure a smooth transition into the firm's client service model.
• Maintain an active pipeline and consistently follow up on opportunities.
• Work closely with the firm's tax and accounting professionals to provide an integrated wealth planning experience.
• Help develop and execute strategies to grow assets under management and overall revenue.

Qualifications

• 5+ years of experience in wealth management, financial advisory, private banking, or a related role.
• Proven track record of generating or converting new business.
• Strong sales and relationship-development skills.
• Experience working with affluent or high-net-worth clients.
• Strong understanding of investments, financial planning, and wealth management.
• Ability to manage a sales pipeline and move prospects through the decision-making process.
• Strong communication and presentation skills.
• Comfortable asking for the business and closing prospective clients.
• Experience working with professional referral sources is preferred.
• Existing client or professional relationships in the New York market are a plus.
• Relevant securities and advisory licenses required or preferred based on experience and current registration status.