Sr. Associate, Wealth Advisor

JCW Group; Seattle (WA); On-site; USD 90,000 - 130,000; Full time

Job summary

JCW Group in Seattle is seeking experienced Wealth Advisors to join a growing team, onsite five days a week north of the city. The firm has an established client base and will provide leads with no cold outreach required.

Candidates should have 2–5+ years in wealth management roles (PM/advisor/RM/planner), and CFP/CFA/CPWA certifications are highly desirable. Email [e-mail] with your resume.

Qualifications

• 2-5y+ of experience as a wealth management PM/advisor/RM/planner.
• Certifications like CFP, CFA, or CPWA are highly desirable.
• Ability to work out of the office five days per week.

Skills

Wealth management

Sales

Client relationships

CFP

CFA

CPWA

Job description

Please closely read the job requirements before applying. Thanks!

A Seattle-area RIA has asked us to help them fill two new Wealth Advisor openings, onsite five days a week north of the city. This is a 100-person RIA in serious growth mode. Sales acumen is required, but the company has a thriving book already and will supply all your leads. No cold outreach will be required, and bringing previous relationships is not expected.

Candidates must have:

• 2-5y+ of experience as a wealth management PM/advisor/RM/planner.
• Any certifications would be highly desired, for example, a CFP, CFA, or CPWA.
• The ability to work out of the company\'s office five days per week.

If you\'re interested and meet the above qualifications, email Sean at [e-mail], attaching your resume. Thanks!