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Senior Wealth Manager

4 months ago

Bellevue, United States Judson Group Full time

Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Manager. 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.


Responsibilities:

  • Build and maintain client relationships, mine existing client base for referrals.
  • Lead meetings with clients and prospects.
  • Lead planning and relationship management, including day-to-day client needs and formal reviews.
  • Work closely with senior leadership to help grow the firm, executing on the founder’s vision.
  • Work with associates to ensure action items are thoroughly executed and documented.


Requirements:

  • BA/BS degree required; Master’s degree preferred.
  • CFP required; minimum 6 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.


Location:

Bellevue, Washington