Wealth Advisor | Chicago, Illinois or Minneapolis / St. Paul, Minnesota

HRJ5760 – Completed

Judson Group has partnered with a growing wealth management firm with a great reputation, strong leadership, and over $10B AUM in the search for a Wealth Advisor. The Wealth Advisor will be responsible for developing new client relationship from an existing referral channel in addition to his/her own COIs. The Wealth Advisor will also be responsible for managing the client relationships brought on board. The ideal candidate has familiarity with custodian referral platforms.

Responsibilities:

  • Build relationships with current and prospective clients and work with them on how to achieve their financial goals.
  • Strong networking and business development ability through various means including COIs.
  • Prepare materials and attend meetings with clients and prospective clients.
  • Draft investment recommendations and reallocation plans for clients.
  • Effectively communicate investment strategy, planning solutions, and value proposition.
  • Work with various firm members to ensure the client’s financial needs are met.

Requirements:

  • BA/BS Degree; advanced degree and/or CFP/CFA strongly preferred.
  • 5+ years of experience as an investment advisor.
  • Demonstrated experience with both individual and institutional clients.
  • Self-confident, high entrepreneurial spirit, and enthusiastic.
  • 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: Base salary, bonus, and benefits package

Location: Chicago, Illinois or Minneapolis/St. Paul, Minnesota

Reference Number: HRJ5760