Wealth Advisor | Charleston, South Carolina

Reference Number: HRJ7194
Location: Charleston, South Carolina

Judson Group has been retained by a highly respected RIA with a national presence to add a Wealth Advisor to their team in the Charleston area. The ideal candidate has extensive experience working with HNW/UHNW clients in a lead advisor role and has a proven track record of business development success.

Responsibilities:

  • Responsible for relationship building with clients, centers of influence, and prospects for clients.
  • Responsible for closing UHNW prospective clients introduced through warm business development channels.
  • Responsible for wealth planning, portfolio management, and tax planning strategies.
  • Effectively communicate financial plans during client meetings.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Work with various firm members to ensure the client’s financial needs are met.

Requirements:

  • 5+ years of client facing wealth management experience preferred.
  • Advanced education and designations desired: CFP, CFA, CPA/PFS, JD/LLM.
  • Ability to take on lead advising responsibilities and mentor junior advisors.
  • Excellent communication skills.
  • Ability to travel within the metropolitan area regularly to take client meetings.

Compensation:
Very competitive base salary, bonus, and benefits

Location:
Charleston, South Carolina

Reference Number: HRJ7194

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