Careers at JLR

𝐖𝐄'𝐑𝐄 𝐇𝐈𝐑𝐈𝐍𝐆: 𝐒𝐄𝐍𝐈𝐎𝐑 𝐖𝐄𝐀𝐋𝐓𝐇 𝐀𝐃𝐕𝐈𝐒𝐎𝐑

𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐃𝐞𝐭𝐚𝐢𝐥𝐬:
𝐄𝐦𝐩𝐥𝐨𝐲𝐦𝐞𝐧𝐭 𝐓𝐲𝐩𝐞: Full-Time
𝐖𝐨𝐫𝐤 𝐒𝐞𝐭𝐮𝐩: Remote
𝐋𝐨𝐜𝐚𝐭𝐢𝐨𝐧: U.S.-Based Candidate | U.S.-Based Client

Are you an experienced wealth advisor with a passion for helping high-net-worth individuals and entrepreneurial families achieve their financial goals?

We're looking for a strategic and relationship-driven Senior Wealth Advisor to provide comprehensive wealth management solutions, build lasting client relationships, and drive business growth. If you have a strong background in financial planning, investment advisory, and client acquisition, we'd love to hear from you.

𝐖𝐇𝐀𝐓 𝐘𝐎𝐔'𝐋𝐋 𝐁𝐄 𝐖𝐎𝐑𝐊𝐈𝐍𝐆 𝐎𝐍
• Serve as the primary advisor for high-net-worth individuals, entrepreneurs, and families
• Lead client discovery, financial planning, and advisory meetings
• Provide strategic guidance on investment management, tax planning, estate planning, and liquidity events
• Grow assets under management through referrals, networking, and business development
• Build and maintain relationships with referral partners and professional networks
• Collaborate with internal specialists to deliver comprehensive wealth management solutions
• Ensure an exceptional client experience through proactive relationship management

𝐖𝐇𝐀𝐓 𝐖𝐄'𝐑𝐄 𝐋𝐎𝐎𝐊𝐈𝐍𝐆 𝐅𝐎𝐑
• Senior-level experience in wealth management, financial advisory, private banking, or family office environments
• Proven success managing high-net-worth client relationships
• Strong expertise in investment management, financial planning, and wealth strategies
• Excellent communication, presentation, and relationship-building skills
• Entrepreneurial mindset with a strong business development focus
• High level of professionalism, integrity, and fiduciary responsibility

𝐓𝐎𝐎𝐋𝐒 𝐖𝐄 𝐄𝐗𝐏𝐄𝐂𝐓 𝐘𝐎𝐔 𝐓𝐎 𝐊𝐍𝐎𝐖
• Wealthbox CRM
• eMoney and/or RightCapital
• Holistiplan
• Orion Reporting
• Schwab and LPL platforms (preferred)

𝐁𝐎𝐍𝐔𝐒 𝐈𝐅 𝐘𝐎𝐔 𝐇𝐀𝐕𝐄 𝐄𝐗𝐏𝐄𝐑𝐈𝐄𝐍𝐂𝐄 𝐈𝐍
• CFP®, CPA, CFA, JD, CEPA, or similar professional designations
• Family Office, RIA, Private Bank, or Wirehouse environments
• Serving entrepreneurs, business owners, and high-net-worth families
• Building and managing a strong client network

𝐖𝐇𝐀𝐓 𝐘𝐎𝐔 𝐂𝐀𝐍 𝐄𝐗𝐏𝐄𝐂𝐓
• Full-time remote opportunity
• Performance-driven and collaborative environment
• Opportunity to work with high-net-worth clients and entrepreneurs
• Long-term career growth and business development opportunities