precise process.
focused delivery.

Investment Advisor

Reference Number: JM5805
Location: Saint Louis, Missouri

The Judson Group has partnered with a nationally recognized wealth advisory firm in the search for an Investment Advisor. The Investment Advisor will be responsible for investment portfolio management and consulting clients on how to achieve their investment goals. They will also be responsible for managing client relationships and networking/business development through new client acquisition.

Responsibilities:

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

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

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

• Responsible for mutual fund and money manager research, due diligence and investment research.

• Draft investment recommendations and reallocation plans for clients.

• Responsible for portfolio management and analysis.

• Coordinate and oversee the generation of investment reports.

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

• Monitor and analyze reports used for investment performance tracking.

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

Requirements:

• BA/BS Degree; advanced degree and/or CFP/CFA/CIMA strongly preferred.

• Must have Series 65 or obtain within 90 days of employment.

• 7+ years of experience as an investment advisor with client facing responsibilities.

• 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:

Strong compensation and benefits package

Location:

Saint Louis, Missouri

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.