Wealth Management Advisor

JCW Group; Ann Arbor (MI); On-site; USD 85,000 - 140,000; Full time

Job summary

JCW Group in Ann Arbor is seeking a Wealth Advisor to lead client relationships and become the main advisor for selected client accounts within a year. The role reports to the Founder and offers structured growth toward full ownership of a client book.

You'll shadow senior advisors, attend client meetings, and gradually take on up to 85 clients as primary advisor, while adding 10–20 new households annually through referrals and COIs, coordinating with the PM/CIO on investment policy.

Qualifications

• Prior experience in a client facing role at another wealth management/RIA firm.

Responsibilities

• Shadow two senior advisors (one tax/estate specialist, one veteran generalist) through their full client roster.
• Read every existing financial plan, IPS, and meeting note.
• Begin co-attending the top 20 clients and take the speaking role on operational items.
• Carry 30 lower-risk clients as primary advisor.
• Run your own quarterly reviews in your own voice.
• Up to 85 clients transition to you as primary advisor.
• Run the book on your own with quarterly and annual reviews; proactive outreach.
• Add 10-20 new households per year through referrals and COIs.
• Coordinate with the firm's PM/CIO on investment policy for your book.

Job description

A leading wealth management firm in Ann Arbor is looking to hire a Wealth Advisor. This position if great for someone who is on CFP track or currently holding their CFP and is looking to be the main advisor/relationship manager for clients. This role reports into the firm's Founder and is structured to take over as the main relationship manager for some of the firm's client accounts within 12 months of starting the role.

What you'll do:

First 90 days:

• Shadow two senior advisors (one tax/estate specialist, one veteran generalist) through their full client roster.
• Read every existing financial plan, IPS, and meeting note.

Months 4-9:

• Begin co-attending the top 20 clients. Take the speaking role on operational items - statements, beneficiaries, money movement.
• Carry 30 lower-risk clients as primary advisor.
• Run your own quarterly reviews in your own voice.
• Up to 85 clients transition to you as primary advisor.
• Run the book on your own. Quarterly reviews. Annual reviews. Proactive outreach.
• Add 10-20 new households per year through referrals and COIs.
• Coordinate with the firm's PM/CIO on investment policy for your book.

Requirements:

• Prior experience in a client facing role at another wealth management/RIA firm.