Private Wealth Advisor
JCW Group21 days ago
Highlight
OnsiteFull-timeMid
Summary
JCW Group is seeking a Private Wealth Advisor to join their team in Nebraska, United States. The role involves supporting ultra-high-net-worth clients by providing comprehensive financial planning and guidance.
About the Role
As a Private Wealth Advisor, you will serve as the primary advisor for high-net-worth households, leading financial planning conversations that encompass investments, tax, and estate considerations. You will maintain strong long-term relationships with clients, coordinate planning strategies with legal, tax, and investment professionals, and provide proactive guidance and ongoing financial reviews.
About You
Required:
- Experience advising high-net-worth or ultra-high-net-worth clients.
- Background in wealth management, private banking, or family office environments.
- Strong interpersonal and advisory skills.
JCW Group
JCW Group is a specialist provider of talent services and an incubator for people-focused businesses. We provide a full-service talent solution and work with organisations worldwide to build and grow highly skilled and diverse teams. Our brands encompass recruitment and headhunting across financial services, technology and life sciences, alongside consultancy, staff augmentation and recruit, train, embed talent solutions.
Nebraska, United States