Client Advisor | Indianapolis, Indiana

Reference Number: HRJ7114
Location: Indianapolis, Indiana

Judson Group has partnered with a highly regarded wealth management firm in Indianapolis with an excess of $15B AUM in the search for a Client Advisor. The firm is known for its Midwestern presence, collaborative approach, and excellent client service capabilities for clients with net worth $10MM and above.

The ideal candidate has strong financial planning and/or investment advisory experience. This is a support role with direct client and management/advisor interaction. In this role the employee oversees the client service process, bridging the gap between the client’s lead advisor and the other support areas of the firm.

Responsibilities:

  • Coordinate efforts between the lead advisor and all service areas of the firm.
  • Review client reports and assist with all planning and implementation for the client.
  • CRM may have direct reports and supervisory responsibilities.
  • Work closely to support lead advisor with ad hoc client projects, meeting prep and follow up, business development actives and other day-to-day tasks.
  • Lead day-to-day client communication and client service.

Requirements:

  • Advanced degree and/or CFP highly preferred.
  • Experience with planning concepts required.
  • 5+ years relevant experience within a wealth management firm.
  • Strong analytical skills and ability to read and understand legal documents required.

Compensation: Competitive compensation package with base salary, bonus, and benefits.

Location: Indianapolis, Indiana

Reference Number: HRJ7114

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