Wealth Advisor | Philadelphia, Pennsylvania

Reference Number: HRJ7048
Location: Philadelphia, Pennsylvania

Judson Group has partnered with a growing wealth management firm with a great reputation and strong leadership in the search for a Wealth Advisor. The Wealth Advisor will be responsible for developing, retaining, and servicing new and current client relationships. This position may be located in offices located in Philadelphia, Washington D.C., or Detroit.

Responsibilities:

  • Build relationships with current and prospective HNW/UHNW clients and work with them on how to achieve their financial goals.
  • Strong networking and business development ability through various means including COIs.
  • Prepare materials and attend meetings with clients and prospective clients.
  • Collaborate with wealth planning and investment teams to ensure clients financial needs are met.
  • Effectively communicate investment strategy, planning solutions, and value proposition.
  • Work with client support team to provide an exceptional client experience.

Requirements:

  • BA/BS Degree required; advanced degree preferred.
  • CFP/CPA/JD highly preferred.
  • Series 65 or 66 required.
  • 10+ years of experience as a wealth advisor required.
  • Demonstrated business development experience 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:
Base salary, bonus, and benefits package

Location:
Philadelphia, Pennsylvania; Washington D.C.; Detroit, Michigan

Reference Number: HRJ7048

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