Wealth Management Advisor

JCW Group; United States; Remote; USD 65,000 - 200,000; Full time

Job summary

An innovative firm is seeking a Remote Investment & Financial Advisor to provide personalized investment advice and financial planning services. This role is perfect for a licensed financial professional with an existing book of business, looking for a fully remote setup with operational support and competitive compensation. You'll manage client relationships, build tailored portfolio strategies, and stay updated on market trends. Join a forward-thinking company that values flexibility and offers long-term growth potential in a supportive environment.

Benefits

Medical insurance

Vision insurance

401(k)

Flexible work environment

Access to marketing support

Qualifications

• 5+ years of experience as a Financial Advisor or Investment Representative.
• Proven ability to manage client relationships with professionalism.

Responsibilities

• Provide personalized investment advice and financial planning services.
• Manage and grow your existing book of business.

Skills

Client Relationship Management

Investment Advice

Financial Planning

Market Analysis

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Tools

Investment Management Software

Financial Planning Tools

Job description

Direct message the job poster from JCW Group

Senior Consultant, Corporate and Commercial Banking Recruiter at JCW (347-293-1533)

Wealth Advisor Wanted! (Remote)

JCW Search is partnering with a growing, independent investment advisement firm headquartered in New England to hire a Remote Investment & Financial Advisor. This is an ideal opportunity for a licensed financial professional with an existing book of business who is seeking the flexibility of a fully remote setup, backed by operational support, competitive compensation, and long-term growth potential.

Key Responsibilities:

• Provide personalized investment advice and financial planning services to a loyal client base.
• Manage and grow your existing book of business while leveraging the firm’s resources to attract new clients.
• Build tailored portfolio strategies based on clients’ goals, risk tolerance, and market outlook.
• Maintain ongoing client relationships with a focus on transparency, education, and trust.
• Stay up to date on investment products, compliance regulations, and market trends to ensure best-in-class advisement.

Qualifications:

• 5+ years of experience as a Financial Advisor or Investment Representative.
• Existing book of business is required.
• Proven ability to manage client relationships with professionalism and discretion.
• Independent, self-driven, and comfortable working fully remotely.
• Bachelor’s degree in Finance, Economics, or a related field (preferred).

This position includes:

• Competitive base salary + performance-based bonus
• Full benefits package (healthcare, retirement, etc.)
• Flexible, fully remote work environment
• Access to institutional-level tools, marketing, and back-office support

For more information about this or other positions please contact Credit and Lending specialist, Edmond Mintah at [e-mail] or call 347-293-1533.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst, Business Development, and Finance

• Industries

  Investment Advice, Financial Services, and Investment Management

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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