Senior Wealth Advisor for HNW Relationships (CFP)

JCW Group; Lynn (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

JCW Group in Lynn, MA seeks a senior Wealth Advisor to take over key high-net-worth client relationships and manage the main relationship for client accounts. A CFP certification is preferred, with capability to assist in financial planning and make tailored recommendations.

The role requires proven experience in a similar wealth-management capacity and the ability to lead in a transitioning leadership environment as senior firm leaders retire.

Qualifications

• Senior wealth advisor with proven experience managing high-net-worth relationships.
• CFP certification or current credential required.
• Experience in financial planning and making recommendations.

Responsibilities

• Serve as main relationship manager for high-net-worth client accounts.
• Guide financial planning and investment recommendations for clients.
• Support leadership during executives' retirement transition.

Skills

Relationship management

Financial planning

Client advisory

Senior stakeholder experience

Education

Certified Financial Planner (CFP)

Job description

JCW Group in Lynn, MA seeks a senior Wealth Advisor to take over key high-net-worth client relationships and manage the main relationship for client accounts. A CFP certification is preferred, with capability to assist in financial planning and make tailored recommendations.

The role requires proven experience in a similar wealth-management capacity and the ability to lead in a transitioning leadership environment as senior firm leaders retire.