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Senior Lead Advisor

Reference Number: DW5745
Location: Pittsburgh, Pennsylvania

The Judson Group has partnered with a highly regarded wealth management firm in Pittsburgh with almost $2B AUM in the search for a Senior Lead Advisor to take over an existing client base. The firm is known for its client-first approach and strong offering of services.

The ideal candidate has extensive financial planning experience, strong investment knowledge, and business development capabilities. The Senior Lead Advisor will be responsible for maintaining and growing a client base.

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.

• Business development experience required.

• 10+ years of wealth experience managing and growing a HNW client base required.

• Experience working with clients with $1MM+ investable assets preferred.

• Strong credentials including CFP, JD, CFA, and MBA preferred.

Compensation:

• Base salary competitive with current base and experience level.

• Bonus potential based on individual goals and company performance.

Location:

Pittsburgh, Pennsylvania

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.