What are the responsibilities and job description for the Junior Wealth Advisor position at JCW?
Our client, a well-established Registered Investment Advisor (RIA) firm, is seeking a Junior Financial Advisor to join their team. This position is ideal for candidates with 1-4 years of experience in a client-facing role within an RIA or asset management firm, particularly with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Key Responsibilities :
- Assist senior financial advisors in managing and growing client relationships.
- Provide support in developing financial plans, investment strategies, and asset allocations.
- Actively participate in business development efforts and support the growth of the firm’s book of business.
- Prepare reports and presentations for client meetings.
- Maintain and update client portfolios, ensuring all information is accurate and up to date.
- Assist with client inquiries and follow up on outstanding items.
- Foster strong relationships with clients through excellent communication and service.
Qualifications :
