Financial Advisor | Chicago, Illinois

Reference Number: HRJ7031
Location: Chicago, Illinois

Judson Group has partnered with a successful investment advisory firm that currently manages in 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 clients to create capacity. The ideal candidate has experience as the lead advisor on HNW client relationships.

Responsibilities:

  • 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.
  • Accountable for primary advisor responsibilities.
  • Responsible for thorough knowledge of client portfolios and accounts.
  • Prepare client financial plans and documents for client meetings, ensuring compliance and objectives are met.
  • Actively lead client meetings and develop and maintain long-term client relationships.

Requirements:

  • 5+ years investment/wealth management experience.
  • Bachelor’s degree and CFP 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

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