Wealth Advisor

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

Job summary

JCW Group is seeking a growth-minded Wealth Advisor to work directly with high-net-worth clients, delivering comprehensive financial guidance and actively expanding the firm’s client base.

You will lead client meetings, tailor strategies across retirement, investments, and estate planning, and collaborate with internal teams to ensure exceptional service.

Qualifications

• 3+ years of experience in wealth management, financial planning, or investment advisory.
• Strong business development experience is essential, with demonstrated success sourcing and converting new client relationships.
• Experience independently leading client meetings and managing high-net-worth relationships.
• Entrepreneurial and growth-oriented mindset with the ability to develop business while maintaining a high standard of client service.
• Strong interpersonal, communication, and presentation skills.

Responsibilities

• Manage and deepen relationships with high-net-worth clients, serving as a trusted resource for their financial needs.
• Lead client meetings and provide ongoing advice as financial circumstances and objectives change.
• Develop strategies across retirement, investments, tax considerations, estate planning, insurance, and risk management.
• Partner with internal team members to coordinate planning and deliver a high level of client service.
• Actively generate new business by identifying prospects, building referral networks, and developing relationships.
• Manage prospective clients throughout the business development process, from initial outreach and discovery through conversion and onboarding.
• Help expand the firm’s presence in the market and contribute to broader growth initiatives.

Skills

Business development

Interpersonal skills

Communication skills

Presentation skills

Entrepreneurial mindset

Education

Bachelor’s degree in Finance or related field

CFP / CFA credentials a plus

Tools

CRM

Portfolio management platforms

Job description

Our client is an independent Registered Investment Advisor (RIA) looking to add a growth-oriented Wealth Advisor to its team. This individual will work directly with high-net-worth clients, providing comprehensive financial guidance while playing an active role in expanding the firm’s client base. The ideal candidate combines strong planning and relationship management skills with a demonstrated ability to generate new business and develop lasting relationships.

Responsibilities

• Manage and deepen relationships with high-net-worth clients, serving as a trusted resource for their financial needs.
• Lead client meetings and provide ongoing advice as financial circumstances and objectives change.
• Develop strategies across retirement, investments, tax considerations, estate planning, insurance, and risk management.
• Partner with internal team members to coordinate planning and deliver a high level of client service.
• Actively generate new business by identifying prospects, building referral networks, and developing relationships.
• Manage prospective clients throughout the business development process, from initial outreach and discovery through conversion and onboarding.
• Help expand the firm’s presence in the market and contribute to broader growth initiatives.

Qualifications

• 3+ years of experience in wealth management, financial planning, or investment advisory.
• Strong business development experience is essential, with demonstrated success sourcing and converting new client relationships.
• Experience independently leading client meetings and managing high-net-worth relationships.
• Entrepreneurial and growth-oriented mindset with the ability to develop business while maintaining a high standard of client service.
• Strong interpersonal, communication, and presentation skills.
• Bachelor’s degree in Finance, Economics, Business, or a related field preferred; CFP, CFA, or other relevant credentials a plus.
• Experience with financial planning, CRM, and portfolio management platforms.