Careers at JLR

𝐖𝐄’𝐑𝐄 𝐇𝐈𝐑𝐈𝐍𝐆: 𝐒𝐄𝐍𝐈𝐎𝐑 𝐖𝐄𝐀𝐋𝐓𝐇 𝐀𝐃𝐕𝐈𝐒𝐎𝐑

Full-Time | Remote | U.S. | 9:00 AM–6:00 PM EST

Are you an established wealth advisor looking for stronger investment and tax capabilities, less operational burden, and a platform designed to help you focus on clients, relationships, and growth?

We’re looking for a Senior Wealth Advisor with an established and portable book of business to serve entrepreneurs and high-net-worth families.

WHAT YOU’LL BE WORKING ON

✔️ Lead client relationships and provide comprehensive wealth advice

✔️ Advise entrepreneurs and HNW families across investments, tax, estate planning, liquidity, business, and family wealth

✔️ Develop new relationships through prospecting, referrals, and Centers of Influence (COIs)

✔️ Self-source and close new client opportunities

✔️ Collaborate with investment, tax, estate, and planning specialists

✔️ Utilize investment management, direct indexing, and tax-aware portfolio tools

✔️ Leverage technology and AI-enabled workflows to improve productivity and client service

WHAT WE’RE LOOKING FOR

✔️ Established financial/wealth advisor qualified to provide financial advice

✔️ $35M–$100M+ in credible portable client relationships

✔️ Genuine ownership of client relationships and ability to transition them

✔️ Demonstrated history of self-sourcing affluent relationships

✔️ Experience serving entrepreneurs and/or high-net-worth families

✔️ Strong relationship management and business development skills

✔️ Strong communication, judgment, and executive presence

✔️ Comfortable working with sophisticated clients and confidential conversations

✔️ Available to work 9:00 AM–6:00 PM EST

BONUS IF YOU HAVE EXPERIENCE IN

✔️ Comprehensive wealth planning

✔️ Business-owner planning, exits, or liquidity events

✔️ Integrating tax strategy with investment planning

✔️ Developing strong Centers of Influence networks

✔️ CFP®, CPA, JD, CFA, or CEPA designation

✔️ Technology and AI-enabled wealth management workflows

IDEAL CANDIDATE

The ideal candidate is an established wealth advisor with genuine client ownership, credible portable AUM, strong self-sourced relationships, and sound advisory judgment who wants to keep the client relationship while gaining stronger investment, tax, planning, technology, and operational support.