Wealth Management Advisor

JCW Group; Arlington (VA); On-site; USD 90,000 - 150,000; Full time

Job summary

JCW Group is seeking a Wealth Advisor to join its team in the Greater Washington, D.C. area. The role blends comprehensive financial planning with ongoing relationship management for an existing client base.

You will develop and maintain financial plans, meet with clients, and provide investment guidance while monitoring portfolios and plans for adjustments as needed. This position emphasizes high-quality client service and proactive opportunity identification.

Qualifications

• Minimum 4 years of wealth management or financial planning experience.
• Experience working with high-net-worth individuals and families.
• Strong understanding of financial planning, investments, retirement planning, and wealth management.
• Strong client communication and relationship management skills.
• Ability to manage multiple client relationships while maintaining a high level of service.
• Bachelor's degree or equivalent experience preferred.

Responsibilities

• Develop and maintain comprehensive financial plans for individual and family clients.
• Serve as a primary point of contact for an existing client base.
• Conduct client meetings and provide ongoing investment and financial planning guidance.
• Monitor client portfolios and financial plans and recommend adjustments as appropriate.
• Collaborate with the investment and operations teams to deliver a high level of client service.
• Identify planning opportunities and proactively address client needs.
• Prepare for and lead periodic client reviews.
• Maintain accurate client records and documentation.

Skills

Wealth management

Financial planning

Client relationship management

Portfolio monitoring

Investment guidance

Education

Bachelor's degree

Job description

Our recruiting firm is representing a local RIA seeking a Wealth Advisor to join its team. This role will have a mix of financial planning and ongoing relationship management for existing clients.

Responsibilities

• Develop and maintain comprehensive financial plans for individual and family clients.
• Serve as a primary point of contact for an existing client base.
• Conduct client meetings and provide ongoing investment and financial planning guidance.
• Monitor client portfolios and financial plans and recommend adjustments as appropriate.
• Collaborate with the investment and operations teams to deliver a high level of client service.
• Identify planning opportunities and proactively address client needs.
• Prepare for and lead periodic client reviews.
• Maintain accurate client records and documentation.

Qualifications

• Minimum 4 years of relevant wealth management or financial planning experience.
• Experience working directly with high-net-worth individuals and families.
• Strong understanding of financial planning, investments, retirement planning, and wealth management.
• Strong client communication and relationship management skills.
• Ability to manage multiple client relationships while maintaining a high level of service.
• Bachelor's degree or equivalent experience preferred.