Financial Advisor | Minneapolis, Minnesota

Reference Number: HRJ6574
Location: Minneapolis, Minnesota

Judson Group has been retained by a growing wealth management firm in the search for a Financial Advisor to take over a full client base of existing relationships in the firm’s Minneapolis office. This individual is responsible for advising HNW clients through comprehensive investment management and financial planning.

The ideal candidate has a track record of servicing clients as a lead advisor or as part of a team as well as advanced financial planning knowledge.

Responsibilities:

  • Advise clients on a variety of financial matters including preparation of individualized wealth management and investment advisory plans.
  • Responsible for thorough knowledge of client portfolios and accounts.
  • Prepare client financial plans and documents for client meetings.
  • Attend client meetings and develop and maintain long-term client relationships.
  • Collaborate with other tax, legal and insurance professionals to ensure financial goals are met.

Requirements:

  • 3+ years of experience advising clients in a lead role.
  • Bachelor’s degree required; advanced degree desired.
  • CFP preferred, CPA a plus.
  • 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: Minneapolis, Minnesota

Reference Number: HRJ6574

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