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Senior Wealth Advisor

Reference Number: JM5751
Location: New York, New York

The Judson Group has partnered with a comprehensive wealth management firm with over $1.5B+ AUM in the search for an experienced Senior Wealth Advisor. The Senior Wealth Advisor will focus on identifying and attracting new wealth management client relationships in the New York market.

Responsibilities:

• Develop and deepen client relationships with high net worth individuals and families.

• Responsible for proactive face-to-face communication and relationship building with clients and prospects.

• Introduce and provide various wealth and investment solutions and services.

• Perform comprehensive wealth planning and portfolio management for clients’ needs.

• Responsible for developing comprehensive financial plans and long-term investment strategies.

• Responsible for satisfaction and retention of the firm’s wealth management clients.

• Participate in client meetings and provide clear, concise guidance and investment advice.

• Maintain a robust business plan that includes marketing initiatives and community involvement.

Requirements:

• 15+ years of experience within an RIA environment required.

• Strong referral networks and track record of successful business development required.

• BA/BS preferably in Finance or a related field; advanced degree a plus.

• CPA, CFP, or other designations desirable.

Compensation:

Commensurate with experience. Attractive base salary along with strong incentive package and benefits.

Location:

New York, New York

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.