Reference Number: HRJ6258
Location: Indianapolis, Indiana

Judson Group has partnered with a privately held Indianapolis wealth management firm with over $10B AUM in the search for a Lead Client Advisor – Family Office Services. The firm is known for its Midwestern presence, collaborative approach, and excellent client service capabilities for clients with net worth $5MM and above.

The ideal candidate has extensive experience working with UHNW clients with a focus on wealth transfer strategies. This Advisor will partner with tenured Advisors to lead existing client relationships and to develop new business.

Responsibilities and Requirements:

• Responsible for satisfaction and retention of the firm’s wealth management clients.
• Responsible for developing comprehensive financial plans and long-term investment strategies.
• Business development experience preferred.
• 10+ years of client facing wealth management experience preferred.
• Advanced education and designations relevant to wealth planning desired: CFP, CPA/PFS, JD/LLM

Compensation:
Highly compensated position including base salary, discretionary bonus, and new business incentive.

Location:
Indianapolis, Indiana

Reference Number: HRJ6258