Lead Wealth Advisor/Business Developer

1 week ago

Bellevue, United States Judson Group Full time

Judson Group has partnered with a national RIA in their search for a Lead Wealth Advisor/Business Developer. The Lead Wealth Advisor/Business Developer will be responsible for working on established referral channels 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. This role will best fit an individual that has worked with an RIA on the WAS or SAN platforms in the past and enjoys an entrepreneurial environment.

Responsibilities:

  • Deepen relationships with current referral channel partners to increase prospective client leads.
  • 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 clients 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: Uncapped compensation model and benefits package

Location: Bellevue, Washington

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