Wealth Advisor | Chicago, Illinois

Reference Number: HRJ6856
Location: Chicago, Illinois

Judson Group has partnered with a successful RIA in the search for a Wealth Advisor. This individual will work with the firm’s Senior Partners to manage existing relationships of HNW individuals and families with a focus on investment management activities. Over time, the Wealth Advisor will take over some relationships while developing their own through their network of COIs.

Responsibilities:

  • Develop new business relationships with HNW clients.
  • Collaboratively work with various team members to understand client goals.
  • Analyze client data to understand trends and develop and prepare complex investment strategies.
  • Oversee account management and trading to rebalance accounts, manage cash, and incorporate changes in investment strategies throughout client portfolios.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Provide top quality client service.

Requirements:

  • BA/BS degree required; advanced degree preferred.
  • CFA or CFP preferred.
  • 5+ years of experience managing client relationships required with a preference for experience at an investment consulting/management firm, family office, or RIA.
  • Financial planning knowledge preferred.
  • 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: HRJ6856

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