UHNW Wealth Advisor

JCW Group; United States; On-site; USD 150,000 - 350,000; Full time

Job summary

JCW Group in the United States seeks an experienced Wealth Advisor to join a team serving UHNW individuals and families with $25M+ in assets, delivering highly personalized wealth management and comprehensive financial planning. The role emphasizes building and maintaining relationships with a portfolio of affluent clients.

Ideal candidates bring a Family Office background or extensive UHNW experience, with portable client relationships a plus, and will collaborate with internal teams to

Qualifications

• Significant experience in wealth management, preferably in Family Office/MFO/RIA/private wealth environments.
• Experience advising UHNW clients, ideally with $25M+ investable assets or net worth.
• Strong understanding of complex financial planning and tax planning.

Responsibilities

• Identify opportunities to expand new client relationships and drive firm growth.
• Serve as trusted advisor to UHNW individuals and families with comprehensive wealth management guidance.
• Manage and deepen existing client relationships with white-glove service.
• Develop and implement sophisticated wealth strategies, including estate planning and multi-generational planning.
• Collaborate with internal investment, planning, and client service teams to deliver holistic solutions.

Skills

Relationship management

Financial planning

Communication skills

Business development

Education

CFP or CFA designation

Job description

We are partnering with a well-established, rapidly growing wealth management firm seeking an experienced Wealth Advisor to join its team. The firm specializes in serving UHNW individuals and families with $25M+ in assets, providing highly personalized and comprehensive wealth management solutions. This is an excellent opportunity for an advisor with a Family Office background or extensive experience working with UHNW clients to join a collaborative, high-performing team. Ideally, candidates will be bringing over existing relationships or a portable book of clients.

Key Responsibilities

• Identify opportunities to expand new client relationships and contribute to the firm's continued growth.
• Serve as a trusted advisor to UHNW individuals and families, providing comprehensive wealth management and financial planning guidance.
• Manage and deepen existing client relationships, ensuring a highly personalized, white-glove service experience.
• Develop and implement sophisticated wealth strategies, including estate planning, tax-efficient investing, wealth transfer, and multigenerational planning.
• Collaborate with internal investment, planning, and client service teams to deliver holistic solutions tailored to clients' complex financial needs.

Qualifications

• Significant experience in wealth management, preferably within a Family Office, Multi-Family Office, RIA, or private wealth management environment.
• Demonstrated experience advising UHNW clients, ideally with $25M+ in investable assets or net worth.
• Strong understanding of complex financial planning, estate and trust strategies, tax planning, and investment management.
• Proven ability to bring on and maintain new business.
• Excellent communication, relationship management, and problem-solving skills.
• CFP®, CFA, or other relevant professional designations are a plus.