Wealth Advisor — Flexible Remote for Federal Pros

JCW Group; Washington (District of Columbia, MD); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Full back-office support

Competitive compensation structure

Flexible, largely remote work setup

Job summary

JCW Group, a growing independent wealth management practice serving the DC Metro area, seeks a Wealth Advisor to guide federal government professionals and contractors with long-term wealth planning.

You will manage client relationships, grow your book through referrals, and collaborate with planning, operations, and investment teams to deliver a seamless client experience. Remote-friendly with weekly in-person collaboration.

Qualifications

• Must hold Series 65 (required).
• Portfolio/relationship experience in advisory roles is preferred.
• Experience with federal employees or government contractors is a plus.

Responsibilities

• Serve as the primary relationship manager for clients, typically in the $3-8M range.
• Build your book through business development and referrals.
• Collaborate with in-house planning and operations teams to deliver a seamless client experience.
• Coordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards.

Skills

Relationship building

Business development

Financial analysis

Education

Series 65

CFA designation

Job description

JCW Group, a growing independent wealth management practice serving the DC Metro area, seeks a Wealth Advisor to guide federal government professionals and contractors with long-term wealth planning.

You will manage client relationships, grow your book through referrals, and collaborate with planning, operations, and investment teams to deliver a seamless client experience. Remote-friendly with weekly in-person collaboration.