Senior Wealth Advisor
4 days ago
Judson Group has partnered with a leading RIA to find a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships moving forward.
This is a great 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 new clients.
- Work with service advisors to prepare materials and attend prospective client meetings.
- Collaborate with firm members to increase closed business and AUM.
- Draft investment recommendations and reallocation plans for clients.
- Monitor and analyze reports used for investment performance tracking.
Requirements:
- BA/BS Degree; advanced degree and/or CFP/CFA strongly preferred.
- 5+ years of experience in a business development focused advisory role.
- Self-confident, high entrepreneurial spirit, and enthusiastic.
- Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
What We Offer:
Competitive compensation, career path, bonus, and benefits package.
Location: Seattle, Washington
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