What are the responsibilities and job description for the Experienced Financial Advisors & Existing Practices position at JW and Associates?
Experienced Financial Advisors & Existing Practices
We welcome conversations with accomplished Financial Advisors who have built and maintained their own book of business and are seeking a firm that aligns with their values, client service philosophy, and long-term vision.
Our platform is designed to support experienced advisors who want to continue growing their practice while providing exceptional service to their clients. We understand that transitioning an existing practice is a significant decision, and we are committed to making that process as seamless as possible.
Opportunities for Established Advisors
- Transition your existing client relationships to a collaborative, client-centered environment
- Maintain ownership and stewardship of trusted client relationships
- Access operational, administrative, and planning support that allows you to spend more time advising clients
- Leverage an established brand, systems, and resources to accelerate growth
- Collaborate with a team of experienced professionals committed to excellence and fiduciary-minded service
- Expand planning capabilities through access to comprehensive wealth management resources
- Participate in leadership opportunities and help shape the future growth of the firm
- Benefit from succession planning and long-term continuity options for your clients and business
Ideal Candidate
- Currently serving clients as a Financial Advisor, Wealth Advisor, or Financial Planner
- Demonstrates a history of successful client relationship management and practice growth
- Maintains a loyal client base built on trust, service, and professional expertise
- Values collaboration, transparency, and a client-first approach
- Seeks a long-term partnership with a firm focused on sustainable growth and exceptional client outcomes
Practice Transition Support
We recognize the importance of protecting both your clients and your business during a transition. Our team provides personalized support, onboarding resources, compliance guidance, and operational assistance to facilitate a smooth and professional transition process.
Pay: $100,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- Retirement plan
Work Location: In person
Salary : $100,000 - $200,000