Wealth Advisor & Client Relationship Lead; CFP Track
Listed on 2026-10-07
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Finance & Banking
Financial Sales -
Sales
Financial Sales
JCW Group in Ann Arbor is seeking a Wealth Advisor to lead client relationships and become the main advisor for selected client accounts within a year. The role reports to the Founder and offers structured growth toward full ownership of a client book.
You'll shadow senior advisors, attend client meetings, and gradually take on up to 85 clients as primary advisor, while adding 10–20 new households annually through referrals and COIs, coordinating with the PM/CIO on investment policy.
For the Wealth Advisor & Client Relationship Lead (CFP Track) position at JCW Group, we are reviewing applications now.
We would love to welcome a new Wealth Advisor & Client Relationship Lead (CFP Track) to our organisation in Ann Arbor, MI, United States.
Step into the Wealth Advisor & Client Relationship Lead (CFP Track) role at JCW Group in Ann Arbor, MI, United States and grow with us.
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