Supporting Financial Advisor

JCW Group; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JCW Group is seeking a Supporting Financial Advisor for a Midtown Manhattan wealth management practice. You will work alongside senior advisors, handling client relationships, financial planning support, and day‑to‑day service delivery.

You will participate in meetings, assist with casework, and help prepare recommended strategies while demonstrating strong communication and teamwork. Opportunity to advance into senior roles exists as you grow with the firm.

Qualifications

• Minimum 5 years of experience in wealth management or financial services.
• Active Series 7 and Series 63 licenses are required.
• CFP certification or progress toward it is preferred.
• Previous advisory experience is a plus but not required.
• Strong communication, organizational, and client relationship management skills.
• Team-oriented; receptive to feedback; long-term growth mindset.

Responsibilities

• Support senior advisors in managing client relationships and financial planning.
• Participate in client meetings, including preparation and follow-up.
• Assist with financial planning casework and client recommendations.
• Manage client relationships from onboarding through ongoing service.
• Collaborate with team members to address client needs.
• Potential to grow into a lead advisor role.

Skills

Series 7 license

Series 63 license

CFP certification

Client relationship management

Communication skills

Team orientation

In-office availability

Job description

Our client is seeking a Supporting Financial Advisor to join a wealth management firm in Midtown Manhattan. This individual will work closely with senior advisors to support client relationships, assist with financial planning, and manage day-to-day client needs. This role offers opportunities for continued growth and advancement.

Key Responsibilities

• Support senior advisors in managing client relationships and financial planning.
• Participate in client meetings, including preparation and follow-up.
• Assist with financial planning casework and client recommendations.
• Manage client relationships from onboarding through ongoing service.
• Collaborate with team members to address client needs.
• Take on additional responsibilities and potentially grow into a lead advisor role.

Qualifications

• 5+ years of experience in wealth management or financial services.
• Active Series 7 and Series 63 licenses required.
• CFP certification or progress toward obtaining the designation preferred.
• Previous advisory experience preferred, but not required.
• Strong communication, organizational, and client relationship management skills.
• Team-oriented, receptive to feedback, and interested in long-term growth.
• Ability to work five days per week in-office in Midtown Manhattan.