Private Wealth Advisor Job at JCW, Bensalem, PA

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  • JCW
  • Bensalem, PA

Job Description

Wealth Advisor

A well-established financial institution is seeking a Wealth Advisor to join its growing wealth management team. This role focuses on delivering customized portfolio solutions and financial planning services to high-net-worth clients, trust accounts, and multigenerational families.

If you're a relationship-driven investment professional who enjoys building long-term client trust and has a strong background in asset allocation, financial planning, and regulatory compliance — this could be a great fit.

Responsibilities:

  • Design and manage client investment portfolios in alignment with goals, risk tolerance, and estate planning needs
  • Serve as the primary point of contact for HNW/UHNW clients
  • Prepare periodic investment reviews and client-ready reports
  • Stay current on market trends and economic developments to inform asset allocation decisions
  • Ensure all activities comply with banking regulations and internal risk policies
  • Participate in client meetings, presentations, and community engagement events as needed

Qualifications

  • Bachelor’s degree in Finance, Economics, Business, or related field
  • CFP or CFA designation required (or in active pursuit)
  • 3+ years of experience in wealth management, investment advisory, or trust services
  • Strong interpersonal skills and a client-first mindset
  • Financial planning experience

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