Financial Advisor

JCW Search is currently partnered with a national investment banking firm looking to build out its team of financial advisors. This is a commission based sales-driven role.

Day to day you will:

• Work with your existing book of high and ultra-high net worth clients
• Network with new potential clients and work on expanding your book of business
• Work with a mid-sized team of professional financial advisors

To be successful you should have:

• Series 66 (required); Series 7, and/or Series 63 (preferred)
• Existing experience building out and managing a client base
• Strong written and spoken communication skills