What are the responsibilities and job description for the Senior Wealth Advisor position at Judson Group?
Judson Group has partnered with a $19B AUM RIA with a national presence in the search for 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 phenomenal 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.
Responsibilities:
- Strong networking and business development ability through various means including COIs.
- Prepare materials and attend prospective client meetings alongside service advisors in the market.
- Work with various firm members across the region to increase closed business and increase AUM.
- Draft investment recommendations and reallocation plans for clients.
- Monitor and analyze reports used for investment performance tracking.
- Work with various firm members to ensure the client’s financial needs are met.
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.
- Able to work under pressure and meet deadlines in a fast-paced, demanding environment.
Compensation: Competitive compensation, career path, bonus, and benefits package.
Location: Seattle, Washington
