Wealth Advisor – Financial Planning Expert | Chicago, Illinois

Reference Number: HRJ6585
Location: Chicago, Illinois

Judson Group has been retained by a successful RIA in the search for a Wealth Advisor – Financial Planning Expert. This individual will be providing comprehensive financial planning services by partnering with an investment focused Advisor on existing client relationships. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, and conducting client meetings. There will be a responsibility for the development of new business over time.

Responsibilities:

  • Collaboratively work with various team members to understand client goals.
  • Analyze client data to understand trends and develop and prepare complex financial plans and recommendations based on findings.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Conduct financial planning reviews, implementing as necessary.
  • Provide top quality client service.
  • Over time, develop additional revenue producing business through referral networks and COIs.

Requirements:

  • BA/BS degree required, advanced degree preferred.
  • CFP required; CPA/CFA highly desired.
  • 10+ years of experience with an investment consulting/management firm, family office, or RIA.
  • Strong financial planning experience.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation & Benefits:
Competitive compensation, bonus, and benefits package.

Location:

Chicago, Illinois – Loop

Reference Number: HRJ6585

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