Lead Advisor | Cleveland, Ohio

Reference Number: HRJ6462
Location: Cleveland, Ohio

Judson Group has partnered with a successful wealth management firm with $10B AUM in the search for a Lead Advisor responsible for managing and growing HNW client relationships. This firm has a great reputation for serving its clients.

The ideal candidate has extensive experience working with high net worth individuals and families in a planning and investment capacity as well as a track record of business development success. This candidate will develop new business through the firm’s established referral channel in the area.


  • Responsible for establishing and leading relationships with current and prospective HNW clients.
  • Responsible for delivery of integrated wealth management services with emphasis on investment management and financial planning.
  • Responsible for client meeting preparation with emphasis on investment management and financial planning.
  • Construct and monitor investment portfolios based on client needs, objectives, and risk tolerance. Responsible for investment performance using a multi-asset class approach and must be able to explain rationale and investment merits for each holding.
  • Responsible for business development, networking, and establishing relationships with prospective clients and local professionals.
  • Work proactively with client support and other members of the firm in ensuring top-notch client service.


  • 5+ years’ experience in wealth strategy and investment management.
  • Bachelor’s degree required; CFA highly preferred; Advanced degree and CFP also preferred.
  • Significant experience with investment management and financial/estate planning.
  • Established referral network and proven ability to develop new business.
  • Desired traits include client service mentality, self-starter, and sense of urgency.
  • Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary, bonus, and benefits

Location: Cleveland, Ohio

Reference Number: HRJ6462

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