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Wealth Advisor

JCW Group

Mundelein, IL

Job Description

About the Role

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We’re seeking a Wealth Advisor to join a growing, independent wealth management practice in Nashville. You’ll build and deepen relationships with small business owners and professionals, delivering thoughtful, personalized advice backed by a full support infrastructure.

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What You’ll Do

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  • Serve as the primary relationship manager for a book of HNW clients
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  • Grow your business through business development and referrals
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  • Partner with in-house planning and operations teams so you can spend your time on clients
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  • Coordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards
    • \n
\n

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What We’re Looking For

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  • Series 65 (required)
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  • Portable book of business, or the capacity to grow into one
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  • Strong intellect, curiosity, and a relationship-first approach
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  • Solid understanding of investment principles, capital-markets basics, and portfolio construction in a discretionary or advisory setting
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  • Track record of retaining clients and cultivating new ones through trust-based relationships
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  • Experience with small business owners is a plus
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  • CFA designation is a plus
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  • Open to advisors at any career stage
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What We Offer

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  • Full back-office support, including client service, planning, and trading
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  • Competitive compensation structure, customized to your experience
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  • Flexible work setup, with remote work and office space available
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Vacancy posted 2 days ago
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