Investment Advisor | St. Paul, Minnesota

Reference Number: HRJ6701
Location: St. Paul, Minnesota

Judson Group has partnered with a privately held wealth management firm in the search for an Investment Advisor located in St. Paul. This is a client facing position partnering with a Financial Planner to manage existing client relationships and the Advisor won’t be responsible for developing new business. The Investment Advisor is responsible for leading investment reviews with clients, implementing portfolio changes in conjunction with the financial plan, and investment research related projects.

Responsibilities:

  • Maintain the client relationships, administration, and servicing of all investment needs of assigned clients.
  • Analyze client data to understand trends and develop and prepare complex investment strategies.
  • Create investment analyses, rebalance portfolios, place trades, and maintain portfolio accounting systems.
  • Knowledge and experience in retirement, charitable, and estate planning.
  • Collaborates and assists various team members to ensure client and team objectives are met.

Requirements:

  • BA/BS preferably in Accounting or a related field; CFA, CFP, CPA or JD preferred.
  • Minimum of 5+ years of relevant experience.
  • Experience consulting mid-to-high net worth clients highly preferred.
  • Strong knowledge and passion for investment/financial planning.
  • 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:
Commensurate with experience.

Location:
St. Paul, Minnesota

Reference Number: HRJ6701

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