Wealth Management Professional

2 days ago


Seattle, Washington, United States Judson Group Full time

Judson Group is seeking a seasoned Wealth Manager to join their team in Seattle, Washington. This is an exceptional opportunity for a highly motivated and experienced professional to take on a leadership role and contribute to the growth of the firm.

The ideal candidate will have a strong background in client servicing, with a minimum of 5 years of experience in wealth management. They will be responsible for serving as a primary point of contact for the senior wealth manager's client base, anticipating client needs, resolving inquiries, and cultivating deep relationships through superior client service.

Key Responsibilities:

  • Assist senior wealth managers with investment analysis, retirement/cash flow projections, research, tax planning, and implementation of recommendations as needed.
  • Create client presentations and assist with client meetings.
  • Handle client-related requests and account service inquiries.
  • Organize and analyze financial data received from new and existing clients.
  • Monitor client portfolios and communicate updates and recommendations.
  • Execute and reconcile trades as directed by the senior wealth managers.

Requirements:

  • BA/BS degree required; Master's degree preferred.
  • CFP required; minimum 5 years of client-facing experience with an RIA or similar firm.
  • Strong financial planning experience required.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.

What We Offer:

Competitive compensation, career path, bonus, and benefits package.



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