Senior Wealth Advisor | Arlington, Virginia

Reference Number: DW6759
Location: Arlington, Virginia

Judson Group has partnered with a trusted, independent financial planning and investment management firm to add a Senior Wealth Advisor to their growing team. Our client provides objective, high-quality advice to help successful families and organizations make smart decisions with their money.

The Senior Wealth Advisor serves as the firm’s primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this critically important role, you will manage client relationships, providing sound financial planning advice and counsel and work closely with all members of the team to exceed client expectations. You will be expected to help grow the business through the efficient use of your time with clients, prospective clients, centers of influence and community involvement, making a meaningful contribution to the firm.

Responsibilities:

  • Develop and manage existing client relationships, including ongoing regular client contact and communications
  • Actively participate in the development of new business and networking opportunities
  • Implement financial plans, including coordination of estate, charitable, insurance and tax strategies
  • Work with the firm’s portfolio management team to incorporate clients’ investment strategies into their planning objectives
  • Serve on the firm’s Investment Committee
  • Demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources

Qualifications:

  • Minimum 5-7 years of experience in financial advisory services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities
  • Certified Financial Plannerdesignation or Chartered Financial Analyst designation
  • Bachelor’s Degree from an accredited college or university
  • A self-motivated, highly driven and entrepreneurial personality
  • Proven ability to network with prospective client and centers of influence
  • Possess active listening and critical thinking skills
  • Client first approach with can-do attitude
  • A team player, with strong coaching and leadership skills
  • Desire/ability to work successfully in an intimate, fast-growing, entrepreneurial company

Compensation:
Competitive base salary, bonus, and benefits

Location: Arlington, Virginia

Reference Number: DW6759

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