Financial Advisor | Eau Claire, Wisconsin

Reference Number: HRJ6575
Location: Eau Claire, Wisconsin

Judson Group has been retained by a growing wealth management firm in the search for a Financial Advisor to partner with a Senior Advisor at the firm in transitioning existing relationships in the firm’s Western Wisconsin footprint. The position will be based in the firm’s Eau Claire 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 support or 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: Eau Claire, Wisconsin

Reference Number: HRJ6575

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