Senior Wealth Manager

4 days ago


Boulder, Colorado, United States Judson Group Full time

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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