Reference Number: HRJ7675
Location: Redwood City, California

Judson Group has partnered with an independently held, fee-only RIA in the search for a Lead Wealth Manager. This individual will be leading larger and more complex client relationships through financial planning to support the growth of the firm. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, conducting client meetings and participating in business development.

This is a fantastic opportunity for a lead advisor with strong client facing skills to continue to grow their career with a growing firm without having to build a book. There is strong upside for the right candidate and the ability to make a large impact both for the team and for the end clients being serviced.

Responsibilities:

• Build and maintain client relationships.

• Develop referral networks and participate in firm wide business development activities.

• Lead the team that guides each client through the financial planning process.
• Lead meetings with clients and prospects.
• Effectively communicate wealth strategy, planning solutions, and value proposition.
• Delegate basic analysis and support tasks to junior advisory and/or client support team members.
• Work with clients to ensure action items are thoroughly executed and documented.
• Gather client data including financial constraints and goals.
• Manage account administration, cashiering, and forms for assigned clients.

Requirements:

• BA/BS degree required, with major course work in finance or accounting preferred. Master’s degree also preferred.
• CFP required.
• 3-5 years of client-facing experience with an investment consulting/management firm, family office, or RIA.
• Strong financial planning experience.
• 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 & Benefits:
Competitive compensation, career path, bonus, and benefits package.

Location: Redwood City, California

Reference Number: HRJ7675