UHNW Wealth Advisor – Family Office & Private Wealth Growth

JCW Group; EE. UU.; Presencial; USD 150.000 - 350.000; Jornada completa

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Relationship management

Financial planning

Communication skills

Business development

Educación

CFP or CFA designation

Descripción del empleo

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