Senior Wealth Manager | Boulder, Colorado

Reference Number: HRJ7635
Location: Boulder, Colorado

Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading client meetings, and participating in business development.

This is a fantastic opportunity for an advisor with strong client facing skills to grow their career with a rapidly expanding firm.

Responsibilities:

• Build and maintain client relationships, mine existing client base for referrals.
• Lead meetings with clients and prospects.
• Lead planning and relationship management, including day-to-day client needs and formal reviews.
• Work closely with senior leadership to help grow the firm, executing on the founder’s vision.
• Develop referral networks and participate in firm wide business development activities.
• Work with associates to ensure action items are thoroughly executed and documented.

Requirements:

• BA/BS degree required; Master’s degree preferred.
• CFP required; minimum 8 years of client-facing experience with an RIA or similar firm.
• Strong financial planning experience required.
• Experience with CRM, financial planning software, and portfolio accounting software.
• 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:
Competitive compensation, career path, bonus, and benefits package.

Location: Boulder, Colorado

Reference Number: HRJ7635