Senior Wealth Advisor for HNW Clients & Growth

JCW Group; Alexandria (VA); On-site; USD 120,000 - 170,000; Full time

Job summary

JCW Group is seeking an experienced Wealth Advisor to join its Northern Virginia team. The role focuses on servicing an existing book of high-net-worth clients while driving growth through proactive business development.

The ideal candidate combines strong wealth management expertise with exceptional interpersonal skills and a fiduciary, client-first approach. Significant autonomy and visibility are available within the firm.

Qualifications

• CFP certification is required.
• Bachelor's degree is required; advanced degree or additional professional designations are a plus.
• 5+ years of experience in wealth management or related advisory role.
• Proven ability to develop and maintain long-term client relationships.
• Strong understanding of comprehensive financial planning and investment management.
• Excellent verbal, written, and interpersonal communication skills.

Responsibilities

• Serve as a trusted advisor and primary contact for an existing book of high-net-worth clients.
• Develop and maintain deep, long-term relationships with clients and their families.
• Lead client meetings, financial planning discussions, investment reviews, and ongoing relationship management.
• Collaborate with investment, planning, tax, estate, and other internal specialists to deliver comprehensive wealth management.
• Identify additional planning and investment opportunities within existing client relationships.
• Participate in and contribute to the firm's business development strategy.
• Generate new client opportunities through networks, referrals, and prospecting activities.
• Conduct prospect meetings and assist with converting qualified prospects into new client relationships.
• Maintain high standards of client service, communication, documentation, and regulatory compliance.
• Contribute to the development of the firm’s client service model and growth.

Skills

Client relationships

Business development

Communication skills

Wealth management knowledge

Education

CFP certification

Bachelor's degree

Advanced degree / professional designations

Job description

JCW Group is seeking an experienced Wealth Advisor to join its Northern Virginia team. The role focuses on servicing an existing book of high-net-worth clients while driving growth through proactive business development.

The ideal candidate combines strong wealth management expertise with exceptional interpersonal skills and a fiduciary, client-first approach. Significant autonomy and visibility are available within the firm.