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
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