Wealth Manager/Financial Advisor

JCW Group; Lynn (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

JCW Group in Lynn, MA seeks a senior Wealth Advisor to take over key high-net-worth client relationships and manage the main relationship for client accounts. A CFP certification is preferred, with capability to assist in financial planning and make tailored recommendations.

The role requires proven experience in a similar wealth-management capacity and the ability to lead in a transitioning leadership environment as senior firm leaders retire.

Qualifications

• Senior wealth advisor with proven experience managing high-net-worth relationships.
• CFP certification or current credential required.
• Experience in financial planning and making recommendations.

Responsibilities

• Serve as main relationship manager for high-net-worth client accounts.
• Guide financial planning and investment recommendations for clients.
• Support leadership during executives' retirement transition.

Skills

Relationship management

Financial planning

Client advisory

Senior stakeholder experience

Education

Certified Financial Planner (CFP)

Job description

A leading wealth management/RIA firm in Lynn is looking to hire a Wealth Advisor. This is a senior position and will be taking over quite a few of the firm's HNW relationships as some of the firm's leaders start to transition towards retirement.

This person will be the main relationship manager for client accounts and will need prior experience in a similar role. Ideal candidates will already have their CFP and will be able to assist in financial planning/making recommendations.