Wealth Manager | Baltimore, Maryland

Reference Number: DW6766
Location: Baltimore, Maryland

Judson Group has partnered with a respected $2B AUM wealth management firm in the search for a Wealth Manager to manage existing and new HNW client relationships.

The ideal candidate has a strong wealth management background, client satisfaction focus, and a track record of client retention and business development success.

Key responsibilities and requirements include:

  • Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients
  • Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations
  • Strong knowledge in the areas of financial planning, asset allocation investment strategies and portfolio management
  • Responsible for seeking referrals from current clients and professional networks in order to develop new client relationships
  • Bachelor’s degree; CFP required
  • 5+ years of wealth management experience with business development focus

Compensation:
Competitive base salary and comprehensive benefits

Location:
Baltimore, Maryland

Reference Number: DW6766

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