Wealth Advisor

1 month ago

Pasadena, United States Judson Group Full time

Judson Group has been retained by an exponentially growing RIA in the search for a Wealth Advisor - CFP. This individual will support the firm’s Managing Directors by actively participating in client meetings, assisting with the development of investment and financial planning strategies, performing research in regard to complex UHNW client issues, and managing ad-hoc client needs. This individual will be an integral part of the client relationship, as they will be the point person for any day-to-day client communication.


The ideal candidate has a minimum of 5 years of experience in a client facing role, is comfortable working directly with UHNW clients ($5MM+), has a strong understanding of financial planning (including tax and estate planning), and is naturally proactive in their approach to servicing clients. Experience working with professional athletes would be ideal.


This is an excellent opportunity for an individual that has a white glove service mentality to join a firm that can provide tangible growth well beyond what is typically offered in similar firms. This firm is looking for highly impactful individuals that are excited by the opportunity to be a part of significant growth over the next number of years, and they are building out a path to partnership to ensure that this individual, along with others on the team, will share in that success.


Responsibilities:

  • Client relationship management for UHNW clients, including ongoing and regular client contact and communications.
  • Proactively collects information from clients as needed.
  • Assists with client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management)
  • Manages a team of associates and senior associates helping them with training and professional development.
  • Collaborates with other team members including the tax team to ensure tax documentation is completed.
  • Works with vendors to ensure items are completed in a time manner (insurance, estate planning, mortgages, etc.)


Requirements:

  • Bachelor’s Degree required.
  • CFP required.
  • 5-7 years of client facing experience required.
  • Strong technical skills and high-performance minded.
  • Excellent written and oral communication skills and listening skills.
  • Detail-oriented focus and a professional demeanor.
  • Ability to recognize and empathize with a given client situation.


Compensation: Attractive compensation package with base salary, bonus, and benefits


Location: Pasadena, California

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