Senior Wealth Management Professional

2 weeks ago


Columbus, Ohio, United States Judson Group Full time
{"title": "Senior Wealth Advisor Opportunity", "content": "Senior Wealth Advisor Opportunity

Judson Group has partnered with a leading RIA to find a Senior Wealth Advisor to join their team. This is a unique opportunity for a driven advisor with a strong business development track record to join a growing firm that offers high-end client service, customized portfolios, and advanced financial planning.

Key Responsibilities:

  • Develop and execute a business development strategy to attract and close high net worth clients.
  • Work closely with service advisors to manage client relationships and provide exceptional service.
  • Collaborate with firm members to increase closed business and grow assets under management.
  • Prepare investment recommendations and reallocation plans for clients.
  • Monitor and analyze reports to track investment performance.

Requirements:

  • BA/BS Degree; advanced degree and/or CFP/CFA preferred.
  • 5+ years of experience in a business development focused advisory role.
  • Self-confident, high entrepreneurial spirit, and enthusiastic.
  • Organized and detail oriented with ability to manage multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced environment.

What We Offer:

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

Location:

Columbus, Ohio

", "lang_code": "en"}

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