Senior Wealth Management Professional
2 weeks ago
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
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