Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading client meetings, and participating in business development.
This is a fantastic opportunity for an advisor with strong client facing skills to grow their career with a rapidly expanding firm. There is tremendous ability for growth in both the medium and long term for the individual who fills this role.
Responsibilities:
Serve as a primary point of contact for the senior wealth manager's client base by anticipating client needs, resolving inquiries, and cultivating deep relationships through superior client service.
Assist senior wealth managers with investment analysis, retirement/cash flow projections, research, tax planning, and implementation of recommendations as needed.
Create client presentations and assist with client meetings.
Handle client-related requests and account service inquiries.
Organize and analyze financial data received from new and existing clients.
Monitor client portfolios and communicate updates and recommendations.
Execute and reconcile trades as directed by the senior wealth managers.
Assist clients with implementation of recommended and agreed-upon strategies.
Requirements:
BA/BS degree required; Master's degree preferred.
CFP required; minimum 5 years of client-facing experience with an RIA or similar firm.
Strong financial planning experience required.
Experience with CRM, financial planning software, and portfolio accounting software.
Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
Able to work under pressure and meet deadlines in a fast-paced, demanding environment.
Compensation:
Competitive compensation, career path, bonus, and benefits package.