Reference Number: HRJ7031
Location: Chicago, Illinois

Judson Group has partnered with a successful investment advisory firm that currently manages an excess of $3B in client assets in the search for a Financial Advisor. This individual will work closely with a Senior Partner at the firm to transition a large number of existing $1-3M relationships to create capacity. The ideal candidate has experience as the lead advisor on HNW client relationships.

Responsibilities:

• Serve as lead advisor for $1-3MM relationships.
• Actively lead client meetings and develop and maintain long-term client relationships.
• Responsible for overseeing administrative staff in opening new accounts, monitoring and rebalancing client portfolios, raising funds for cash needs, preparation of asset allocation charts, and running portfolio reviews.
• Responsible for thorough knowledge of client portfolios and accounts.
• Prepare client financial plans and documents for client meetings, ensuring compliance and objectives are met.
• Serve as a “second chair” advisor to UHNW relationships, working alongside a senior advisor.

Requirements:

• 5+ years investment/wealth management experience.
• Bachelor’s degree and CFP strongly preferred; must sit for exam within 18 months of hire.
• Experience leading client meetings.
• Individual income tax background preferred.
• Candidate will be required to pass the Series 7 and 66.
• Desired traits include client service mentality, self-starter, and sense of urgency.
• Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary, bonus, and benefits

Location: Chicago, Illinois

Reference Number: HRJ7031