Wealth Management Advisor - JCW : Job Details

Are you a driven Financial Advisor looking to elevate your career? Join a prestigious wealth management firm known for working with high-net-worth individuals and providing unparalleled growth opportunities.

What We Offer:

• No Existing Book of Clients Required: Focus on growing your book of business with resources and support.
• Robust Support System: Access to tools and a team to help you connect with prospects and expand your clientele.
• AUM Management: Manage a portion of an established book of business based on your experience (minimum 5 years).
• High-Net-Worth Clientele: Firm specializes in clients with a minimum portfolio of $500,000, averaging $2 million.
• Collaboration: Join a team of accomplished advisors who work together to deliver exceptional client service.

What We're Looking For:

• Licenses or Certifications
• Experience: Minimum 5 years in financial advisory roles, with demonstrated success managing or growing portfolios.
• Strong interpersonal skills with a passion for building relationships and delivering results.