Wealth Advisor

2 weeks ago

San Diego, United States The Judson Group Full time

Judson Group has been retained by a highly respected, rapidly growing RIA with a national presence to add a

Wealth Advisor

to their San Diego team. The ideal candidate has strong experience working with HNW/UHNW clients in a lead advisor role and has interest in participating in organic business development moving forward. This individual will partner with the team’s to help take over existing clients, close prospective clients coming into the firm, and retain clients that they take over. This is an outstanding opportunity to join a small team within a larger organization that offers strong client service and robust investment options for their advisors/clients. This is one of the firm’s most rapidly growing teams and they are looking for a candidate that is energetic, passionate, and a natural leader that is growth oriented. This role will be the best fit for a candidate looking to join a small team atmosphere where they can make significant contributions to the team, while also being able to leverage resources that a larger, established firm, can offer. Responsibilities: Responsible for relationship building with clients, centers of influence, and prospects for clients. Retain and maintain existing relationships, deepening client relationships and helping to organically grow the client base. Responsible for assisting to close HNW and UHNW prospective clients brought into the firm by the founder. Responsible for holistic financial planning, portfolio management, and tax planning strategies. Effectively communicate financial plans during client meetings. Work with clients to ensure action items are thoroughly executed and documented. Work with various firm members to ensure the client’s financial needs are met. Requirements: 5+ years of client facing wealth management experience required. CFP or CFA required; advanced education and designations desired including but not limited to: CPA/PFS, CPWA, JD/LLM, MBA. Ability to take on lead advising responsibilities and mentor junior advisors. Excellent communication and client facing skills. Ability to travel within the metropolitan area regularly to take client meetings. Compensation: Very competitive base salary, bonus, and benefits

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