What are the responsibilities and job description for the Wealth Management Advisor position at JCW?
Our client is a prestigious wealth management firm seeking experienced Financial Advisors to join their team. Specializing in serving high-net-worth individuals, their firm focuses on delivering tailored wealth management strategies to clients with an average net worth of $2 million.
Responsibilities
- Focus on growing your business with the full support of our resources and tools.
- Manage a portion of an existing book of business based on your experience
- Join a team of accomplished advisors who work together to deliver exceptional service.
- Robust Support System - Access a dedicated team to help you connect with prospects and expand your clientele.
- Stay informed about financial trends and ensure compliance with all relevant regulations.
Qualifications
- Licenses/Certifications
- No existing book of clients required (preferred but not mandatory)
- Experience: Minimum 5 years in financial advisory roles, with demonstrated success managing or growing portfolios.
- Skills: Strong interpersonal abilities and a passion for building relationships and delivering results.
