Wealth Management Advisor

JCW Group; Sharonville (OH); On-site; USD 85,000 - 110,000; Full time

Job summary

JCW Group, a Cincinnati-area wealth management firm, is seeking a Wealth Advisor to join onsite five days per week north of the city. The role offers a partner-track path, with progression to take over the founder's portfolio as the firm transitions ownership.

There is no need for cold outreach or prospecting, allowing focus on existing clients and relationships. The ideal candidate has 4–5+ years of wealth management experience, and CFP, CFA, or CPWA certifications are highly desirable.

Qualifications

• 4–5+ years of experience in wealth management roles.
• CFP, CFA or CPWA certifications are highly desirable.
• Ability to work onsite five days per week.

Responsibilities

• Join a partner-track path and progressively take over the founder's portfolio.
• Work onsite five days per week.
• No need for cold outreach or prospecting.

Skills

Wealth management

Portfolio management

Client relations

Education

CFP

CFA

CPWA

Job description

Overview

A Cincinnati-area RIA is seeking a Wealth Advisor to join onsite five days a week north of the city. The firm is smaller and the founder/managing partner is transitioning to an owner-only role. The advisor will join on a partner track and progressively take over the founder's portfolio. There will be no need for cold outreach or prospecting.

Responsibilities

• Join a partner-track path and progressively take over the founder's portfolio.
• Work onsite five days per week.
• No need for cold outreach or prospecting.

Qualifications

• 4-5y+ of experience as a wealth management PM/advisor/RM/planner.
• Certifications such as CFP, CFA, or CPWA are highly desirable.
• Ability to work out of the company's office five days per week.