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Senior Wealth Advisor

1 month ago

Boston MA 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 Advisor. The Senior Wealth Advisor will be responsible to help attract and close prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships moving forward.


This is a phenomenal opportunity for a driven advisor with a strong business development track record to join a growing firm that offers high-end client service, customized portfolios, and advanced financial planning.


Responsibilities:

  • Strong networking and business development ability through various means including COIs.
  • Prepare materials and attend prospective client meetings alongside service advisors in the market.
  • Work with various firm members across the region to increase closed business and increase AUM.
  • Draft investment recommendations and reallocation plans for clients.
  • Monitor and analyze reports used for investment performance tracking.
  • Work with various firm members to ensure the client’s financial needs are met.


Requirements:

  • BA/BS Degree; advanced degree and/or CFP/CFA strongly preferred.
  • 5+ years of experience in a business development focused advisory role.
  • Self-confident, high entrepreneurial spirit, and enthusiastic.
  • 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: Boston, Massachusetts/Travel to Dallas for training