Wealth Relationship Advisor

JCW Group; Washington (District of Columbia, MD); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Full back-office support

Competitive compensation structure

Flexible, largely remote work setup

Job summary

JCW Group, a growing independent wealth management practice serving the DC Metro area, seeks a Wealth Advisor to guide federal government professionals and contractors with long-term wealth planning.

You will manage client relationships, grow your book through referrals, and collaborate with planning, operations, and investment teams to deliver a seamless client experience. Remote-friendly with weekly in-person collaboration.

Qualifications

• Must hold Series 65 (required).
• Portfolio/relationship experience in advisory roles is preferred.
• Experience with federal employees or government contractors is a plus.

Responsibilities

• Serve as the primary relationship manager for clients, typically in the $3-8M range.
• Build your book through business development and referrals.
• Collaborate with in-house planning and operations teams to deliver a seamless client experience.
• Coordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards.

Skills

Relationship building

Business development

Financial analysis

Education

Series 65

CFA designation

Job description

We’re seeking a Wealth Advisor to join a growing, independent wealth management practice serving the DC Metro area. You’ll advise federal government professionals and contractors, helping them plan and manage their wealth with a long-term perspective.

What You’ll Do

• Serve as the primary relationship manager for clients, typically in the $3-8M range
• Build your book through business development and referrals
• Collaborate with in-house planning and operations teams to deliver a seamless client experience
• Coordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards

What We’re Looking For

• Series 65 (required)
• Portable book of business, or the capacity to grow into one
• Strong intellect, curiosity, and a relationship-first approach
• Solid understanding of investment principles, capital-markets basics, and portfolio construction in a discretionary or advisory setting
• Track record of retaining clients and cultivating new ones through trust-based relationships
• Experience with federal employees or government contractors is a plus
• CFA designation is a plus
• Open to advisors at any career stage

What We Offer

• Full back-office support, including client service, planning, and trading
• Competitive compensation structure, customized to your experience
• Flexible, largely remote work setup with in-person collaboration about once a week