Senior Wealth Manager
4 days ago
Judson Group is seeking a seasoned Wealth Management Professional to join their team. This individual will play a key role in helping the firm grow and will have opportunities for long-term leadership.
This is an excellent opportunity for an experienced advisor to grow their career with a rapidly expanding firm.
Key Responsibilities:
- Build and maintain strong relationships with clients, identifying opportunities for referrals and growth.
- Lead client meetings and develop comprehensive financial plans to meet their needs.
- Collaborate with senior leadership to drive business growth and execute the founder's vision.
- Develop and maintain a network of referral partners and participate in firm-wide business development initiatives.
- Work closely with associates to ensure seamless execution of client needs and tasks.
Requirements:
- BA/BS degree required; Master's degree preferred.
- CFP certification required; minimum 6 years of client-facing experience with an RIA or similar firm.
- Proven experience in financial planning and wealth management.
- Proficiency in CRM, financial planning software, and portfolio accounting software.
- Strong organizational and time management skills, with ability to prioritize multiple tasks simultaneously.
- Able to work in a fast-paced environment and meet deadlines.
Compensation and Benefits:
Competitive compensation package, career growth opportunities, and a comprehensive benefits program.
Location:
Boulder, Colorado
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