Senior Wealth Advisor
3 weeks ago
Judson Group has been retained by a fast growing, fee-only financial planning firm in San Antonio in the search for a
Senior Wealth Advisor – CFP . This individual will be providing fiduciary expertise to clients through a passion for service and comprehensive wealth solutions. The ideal candidate will be a CFP and have experience handling client transactions, implementing investment and financial planning recommendations, and participating in or conducting client meetings.
Responsibilities:
Build and maintain client relationships.
Provide comprehensive financial planning and investment advisory services that collectively evaluate and plan for retirement, estate planning, risk management, insurance needs, tax planning strategies, and cash flow.
Work with client support team to provide an exceptional client experience.
Attend/lead planning meetings with clients and prospects.
Work with clients to ensure action items are thoroughly executed and documented.
Gather client data including financial constraints and goals.
Manage account administration, cashiering, and forms for clients.
Schedule financial planning reviews, implementing as necessary.
Attend networking and professional development opportunities.
Requirements:
BA/BS degree required; advanced degree preferred.
CFP required.
5+ years of experience with an investment consulting/management firm, family office, or RIA required.
Strong financial planning experience.
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, bonus, and benefits package.
Location:
San Antonio, Texas
#J-18808-Ljbffr
-
Senior Wealth Advisor
2 weeks ago
San Diego, United States Affinity Executive Search Full timeJob description: Senior Wealth Advisor LOCATIONS: San Diego, CA Job Type: Full Time (Hybrid) We are seeking an ambitious, driven, detail-oriented Senior Financial Advisor to join our multidisciplinary wealth advisory team. The candidate will work closely with our Wealth Advisors and Managers in a team-based setting and will be a critical contributor to our...
-
Senior Wealth Advisor
3 weeks ago
San Diego, United States Job Juncture Full timeJob Description Job description: Senior Wealth AdvisorLOCATIONS: San Diego, CAJob Type: Full Time (Hybrid)We are seeking an ambitious, driven, detail-oriented Senior Financial Advisor to join our multidisciplinary wealth advisory team.The candidate will work closely with our Wealth Advisors and Managers in a team-based setting and will be a critical...
-
Senior Wealth Advisor
4 days ago
San Diego, United States Care Dynamics Inc Full timeJob Description Job Description Senior Wealth Advisor - Boutique Wealth Management Firm (Hybrid, San Diego, CA) About Us: Our client is a leading boutique wealth management firm established in 2006, specializing in serving high-net-worth individuals including business leaders, artists, entertainers, athletes, and their families. With a client-first approach,...
-
Senior Wealth Advisor
4 days ago
San Diego, United States Stealth Recruiting Services Full time120k to 150k Job Description Senior Wealth Advisor LOCATIONS: San Diego, CA Job Type: Full Time (Hybrid) We are seeking an ambitious, driven, detail-oriented Senior Financial Advisor to join our multidisciplinary wealth advisory team. The candidate will work closely with our Wealth Advisors and Managers in a team-based setting and will be a critical...
-
Senior Wealth Advisor
3 weeks ago
San Diego County, California, United States Park Lane Recruitment Ltd Full timeSENIOR WEALTH ADVISOR - CALIFORNIA - USA JOB TYPE:FULL TIME (HYBRID) JOB DESCRIPTION: We are seeking an ambitious, driven, detail-oriented Senior Financial Advisor to join our multidisciplinary wealth advisory team. The candidate will work closely with our Wealth Advisors and Managers in a team-based setting and will be a critical contributor to our...
-
Senior Wealth Advisor
4 days ago
San Diego, United States Care Dynamics, LLC Full timeJob DescriptionJob DescriptionSenior Wealth Advisor - Boutique Wealth Management Firm (Hybrid, San Diego, CA)About Us:Our client is a leading boutique wealth management firm established in 2006, specializing in serving high-net-worth individuals including business leaders, artists, entertainers, athletes, and their families. With a client-first approach,...
-
Senior Wealth Advisor
1 month ago
San Antonio, United States Judson Group Full timeJudson Group has been retained by a fast growing, fee-only financial planning firm in San Antonio in the search for a Senior Wealth Advisor – CFP. This individual will be providing fiduciary expertise to clients through a passion for service and comprehensive wealth solutions. The ideal candidate will be a CFP and have experience handling client...
-
Senior Wealth Advisor
1 month ago
San Antonio, United States Judson Group Full timeJudson Group has been retained by a fast growing, fee-only financial planning firm in San Antonio in the search for a Senior Wealth Advisor – CFP. This individual will be providing fiduciary expertise to clients through a passion for service and comprehensive wealth solutions. The ideal candidate will be a CFP and have experience handling client...
-
Senior Wealth Advisor
7 days ago
San Antonio, United States Judson Group Full timeJudson Group has been retained by a fast growing, fee-only financial planning firm in San Antonio in the search for a Senior Wealth Advisor – CFP. This individual will be providing fiduciary expertise to clients through a passion for service and comprehensive wealth solutions. The ideal candidate will be a CFP and have experience handling client...
-
Private Wealth Advisor
2 days ago
San Francisco, United States Capital Group Companies Full timeI can succeed as a Private Wealth Advisor at Capital Group. One of the nations leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. As a Private We Wealth Advisor, Advisor, Wealth, Private, Client Service, Banking, Investment
-
San Diego, CA, United States The Charles Schwab Corporation Full timeYour OpportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s...
-
Associate Wealth Advisor
2 weeks ago
San Francisco, United States The Judson Group Full timeReference Number: HRJ7514 Location: San Francisco, California Judson Group has been retained by a female founded RIA with a business owner and tech executive client focus in it’s search for an Associate Wealth Advisor . This individual will support the firm advisors and other team members by providing comprehensive financial planning with existing and...
-
Wealth Advisor
2 weeks ago
San Diego, United States The Judson Group Full timeJudson 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...
-
Associate Wealth Advisor
1 week ago
San Francisco, United States Judson Group Full timeJudson Group has been retained by a growing independently held RIA in the search for an Associate Wealth Advisor. This individual will be supporting the firms Senior Advisors with financial planning responsibilities while taking on lead client responsibilities as appropriate. The ideal candidate will have experience handling complex client transactions,...
-
Associate Wealth Advisor
1 month ago
San Francisco, United States Judson Group Full timeJudson Group has been retained by a growing independently held RIA in the search for an Associate Wealth Advisor. This individual will be supporting the firm’s Senior Advisors with financial planning responsibilities while taking on lead client responsibilities as appropriate. The ideal candidate will have experience handling complex client transactions,...
-
Associate Wealth Advisor
7 days ago
San Francisco, United States Judson Group Full timeJudson Group has been retained by a growing independently held RIA in the search for an Associate Wealth Advisor. This individual will be supporting the firm’s Senior Advisors with financial planning responsibilities while taking on lead client responsibilities as appropriate. The ideal candidate will have experience handling complex client transactions,...
-
Associate Wealth Advisor
1 week ago
San Jose, United States Beacon Pointe Advisors Full timeJob Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of clien...
-
Financial Advisor, Wealth Management
4 days ago
San Antonio, United States Pop-Up Talent Full timeRelationship ManagerRemote in San Antonio, TXAmazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future. Self-motivated, entrepreneurial,...
-
Financial Advisor, Wealth Management
4 days ago
San Antonio, United States Pop-Up Talent Full timeRelationship ManagerRemote in San Antonio, TXAmazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future. Self-motivated, entrepreneurial,...
-
Financial Advisor, Wealth Management
4 days ago
San Antonio, United States Pop-Up Talent Full timeRelationship ManagerRemote in San Antonio, TXAmazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future. Self-motivated, entrepreneurial,...