Wealth Management Advisor - JCW : Job Details

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.