Senior Wealth Advisor for HNW Client Relationships

JCW Group; Westborough (MA); On-site; USD 150,000 - 230,000; Full time

Job summary

JCW Group, a leading wealth management firm in the Boston area, seeks a senior Wealth Advisor to take over a substantial portfolio of high-net-worth relationships as leadership transitions toward retirement.

You will be the main relationship manager for client accounts, providing financial planning input, investment recommendations, and ongoing service to preserve and grow client wealth.

Qualifications

• Senior wealth advisor with experience managing high-net-worth clients.
• Experience in wealth management and financial planning.
• Ability to provide investment recommendations and ongoing client service.

Responsibilities

• Serve as main relationship manager for assigned client accounts.
• Develop financial plans and make investment recommendations.
• Maintain and grow relationships as leadership retires.

Skills

Relationship management

Financial planning

Investment advisory

Education

CFP certification

Job description

JCW Group, a leading wealth management firm in the Boston area, seeks a senior Wealth Advisor to take over a substantial portfolio of high-net-worth relationships as leadership transitions toward retirement.

You will be the main relationship manager for client accounts, providing financial planning input, investment recommendations, and ongoing service to preserve and grow client wealth.