precise process.
broad scope.

Wealth Advisor - Managing Director

Reference Number: HRJ5587
Location: Minneapolis, Minnesota

The Judson Group has partnered with a highly regarded wealth management firm in Minneapolis with an excess of $10B AUM in the search for a Wealth Advisor - Managing Director that will develop and maintain a HNW client base. The firm is known for its Midwestern presence, collaborative approach, and excellent client service capabilities for clients with net worth $5MM and above.

The ideal candidate has a strong investment background, financial planning experience, and a proven track record of business development. Experience working with individuals and institutions as an investment professional is preferred.

Responsibilities and Requirements:
• Responsible for satisfaction and retention of the firm’s wealth management clients.
• Responsible for developing comprehensive financial plans and long-term investment strategies.
• Strong business development skills required.
• 10+ years of wealth experience managing and growing a HNW client base required.
• Experience working with clients with $5MM+ investable assets preferred.
• Strong credentials including CFA, CPA, JD, CFP, and MBA preferred.

Compensation:
• Base salary competitive with current base and experience level.
• Bonus potential based on individual goals and company performance.
• Payout on first year’s fees for new assets with other incentives paid on current client base and profitability.

Location:
Minneapolis/St. Paul, Minnesota

Ready to take the next step in your career?  Email your resume in MS Word format to solutions@judson-group.com. A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.