Wealth Manager | Chicago, Illinois

Reference Number: HRJ6709
Location: Chicago, Illinois

Judson Group has been retained by a respected investment advisory firm with $800+MM AUM in the search for a Wealth Manager. This firm is deeply rooted in fundamental research for longer-term investment success and being a trusted partner for its clients. The firm is experiencing growth and looking for an individual with financial planning skills, a high-touch client service mind-set, and an entrepreneurial spirit to join the team.

Responsibilities:

  • Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for 50-100 HNW clients.
  • Manage client relationships and ensure long term retention through regular communication to review portfolio strategy, account activity and performance.
  • Analyze client data to determine if asset allocation changes are needed.
  • Participate in client meetings when appropriate and executive client requests.
  • Grow and develop client base through client and COI referrals.
  • Provide leadership to other team members when issues with client requests arise.

Requirements:

  • 5+ years of financial planning/wealth advisory experience.
  • BA/BS preferably in Finance or a related field; CFP highly desired.
  • Knowledge of client service operations and processes preferred.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation:
Commensurate with experience. Excellent base salary and benefits package.

Location:
Chicago, Illinois

Reference Number: HRJ6709

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