Wealth Advisor

3 weeks ago

Charleston, United States The Judson Group Full time

Wealth Advisor | Charleston, South Carolina

Reference Number: HRJ7194 Location: Charleston, South Carolina Judson Group has been retained by a highly respected RIA with a national presence to add a

Wealth Advisor

to their team in the Charleston area. The ideal candidate has extensive experience working with HNW/UHNW clients in a lead advisor role and has a proven track record of business development success. Responsibilities: Responsible for relationship building with clients, centers of influence, and prospects for clients. Responsible for closing UHNW prospective clients introduced through warm business development channels. Responsible for wealth 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 preferred. Advanced education and designations desired: CFP, CFA, CPA/PFS, JD/LLM. Ability to take on lead advising responsibilities and mentor junior advisors. Ability to travel within the metropolitan area regularly to take client meetings. Compensation: Very competitive base salary, bonus, and benefits

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