Investment Advisor | Bloomfield Hills, Michigan

Reference Number: HRJ6833
Location: Bloomfield Hills, Michigan

Judson Group has partnered with a leading RIA with over $20B AUM in the search for an Investment Advisor. The firm is known for their commitment to building client relationships and providing financial planning and investment management expertise. The ideal candidate has extensive experience working with UHNW clients with a focus on wealth and investment strategies.

Responsibilities:

  • Responsible for satisfaction and retention of the firm’s UHNW clients
  • Build relationships with current and prospective clients and work with them on how to achieve their financial goals
  • Responsible for portfolio management and long-term investment strategies
  • Effectively communicate investment strategy and value proposition
  • Work with various firm members to ensure the client’s financial needs are met

Requirements:

  • 10+ years of client facing wealth management experience preferred
  • Advanced education and designations desired: CFP, CFA, CPA/PFS, JD/LLM
  • Strong investment knowledge required
  • 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:
Very competitive base salary, bonus, and benefits

Location:
Bloomfield Hills, Michigan

Reference Number: HRJ6833

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