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Wealth Advisor

Reference Number: HRJ5760
Location: Saint Paul, Minnesota

The Judson Group has partnered with a growing wealth management firm with a great reputation, strong leadership, and over $10B AUM in the search for a Wealth Advisor. The Wealth Advisor will be responsible for developing new client relationship from an existing referral channel in addition to his/her own COIs. The Wealth Advisor will also be responsible for managing the client relationships brought on board. The ideal candidate has familiarity with custodian referral platforms.

Responsibilities:

• Build relationships with current and prospective clients and work with them on how to achieve their financial goals.

• Strong networking and business development ability through various means including COIs.

• Prepare materials and attend meetings with clients and prospective clients.

• Draft investment recommendations and reallocation plans for clients.

• Effectively communicate investment strategy, planning solutions, and value proposition.

• 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 as an investment advisor.

• Demonstrated experience with both individual and institutional clients.

• 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:

Base salary, bonus, and benefits package

Location:

Chicago, Illinois or 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.