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Senior Private Wealth Advisor - HNW Planning; Hybrid

Job in Greenwich, Fairfield County, Connecticut, 06831, USA
Listing for: JCW Group
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 120000 - 210000 USD Yearly USD 120000.00 210000.00 YEAR
Job Description & How to Apply Below
Position: Senior Private Wealth Advisor - HNW Planning (Hybrid)

JCW Group in Fairfield County, CT seeks a Wealth Advisor to lead and grow a portfolio of high-net-worth clients. The role centers on comprehensive financial planning, investment oversight, and relationship management.

You will build new relationships through referrals and COIs, translate goals into planning strategies, and collaborate with investment and planning teams to deliver tailored advice.

We invite applications for the Senior Private Wealth Advisor - HNW Planning (Hybrid) position located in Greenwich, CT, United States.

Join us at JCW Group as our next Senior Private Wealth Advisor - HNW Planning (Hybrid) in Greenwich, CT, United States.

We are currently recruiting a Senior Private Wealth Advisor - HNW Planning (Hybrid) for our team in Greenwich, CT, United States.

This is a genuine opening to take on the Senior Private Wealth Advisor - HNW Planning (Hybrid) role at JCW Group.

Position Requirements
10+ Years work experience
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