What are the responsibilities and job description for the Wealth Management Advisor position at JCW Group?
Our recruiting firm is representing a local RIA seeking a Wealth Advisor to join its team. This role will have a mix of financial planning and ongoing relationship management for existing clients.
Responsibilities
- Develop and maintain comprehensive financial plans for individual and family clients.
- Serve as a primary point of contact for an existing client base.
- Conduct client meetings and provide ongoing investment and financial planning guidance.
- Monitor client portfolios and financial plans and recommend adjustments as appropriate.
- Collaborate with the investment and operations teams to deliver a high level of client service.
- Identify planning opportunities and proactively address client needs.
- Prepare for and lead periodic client reviews.
- Maintain accurate client records and documentation.
Qualifications
- CFP® certification required.
- Minimum 4 years of relevant wealth management or financial planning experience.
- Experience working directly with high-net-worth individuals and families.
- Strong understanding of financial planning, investments, retirement planning, and wealth management.
- Strong client communication and relationship management skills.
- Ability to manage multiple client relationships while maintaining a high level of service.
- Bachelor's degree or equivalent experience preferred.
Salary : $150,000 - $200,000