Financial Advisor

5 days ago


Boulder, Colorado, United States Judson Group Full time
{"title": "Wealth Manager Opportunity", "content": "Wealth Manager Opportunity

Judson Group is partnering with a leading RIA to find a skilled Wealth Manager to join their team. This is a fantastic opportunity for an experienced advisor to grow their career with a rapidly expanding firm.

The ideal candidate will have a strong background in financial planning, investment analysis, and client relationship management. They will be responsible for serving as a primary point of contact for clients, assisting senior wealth managers with investment analysis and implementation, and creating client presentations.

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.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation & Benefits:

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

Location: Boulder, Colorado

", "lang_code": "en"}

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