Wealth Manager | Edina, Minnesota

Reference Number: HRJ6519
Location: Edina, Minnesota

Judson Group has partnered with a comprehensive fee-only wealth management firm in the search for a Wealth Manager. This individual will be responsible for maintaining and developing client relationships by providing sophisticated financial planning and investment management services. This person will work collaboratively with a Senior Wealth Manager on various wealth services including retirement planning, tax planning, estate planning, cash flow planning, etc.

Responsibilities:

  • Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.
  • Research and analyze investments, strategies, and market conditions and provide sound financial advice based on findings.
  • Strong knowledge in the areas of financial planning, asset allocation investment strategies and account administration.
  • Responsible for satisfaction and retention of the firm’s wealth management clients.

Requirements:

  • 5+ years of wealth experience in an advisory role.
  • Bachelor’s degree; CFP designation or on track to earn CFP highly preferred.
  • Experience with various planning components including retirement planning, tax planning, estate planning, cash flow planning, asset protection, and/or investment planning highly preferred.

Compensation:
Competitive base salary, strong incentive program, and attractive benefits

Location:
Edina, Minnesota

Reference Number: HRJ6519

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