Wealth Advisor | Dallas, Texas

Reference Number: MH7043
Location: Dallas, Texas

Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Wealth Advisor. This individual will be handling financial planning, retirement planning, and investment management for the firm’s clients as well as managing the day-to-day relationships and participating in/conducting client meetings for current and prospective clients.

Responsibilities:

• Build and maintain client relationships.
• Introduce financial planning, estate, tax, and retirement plans to prospective clients.
• Attend meetings with clients and prospects.
• Work with clients to ensure action items are thoroughly executed and documented.
• Gather client data including financial constraints and goals.
• Manage account administration, cash flow, and all financial/retirement planning inquiries.
• Schedule financial planning reviews, implementing as necessary.
• Work with client support team to provide an exceptional client experience.

Requirements:

• BA/BS degree required; advanced degree preferred.
• CFP required; Series 65 required (or obtained within six months of employment)
• 3+ years of experience with an investment consulting/management firm, family office, or RIA.
• Strong business development track record 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 & Benefits:
Competitive compensation, bonus, and benefits package.

Location:
Dallas, Texas

Reference Number: MH7043