Lead Wealth Advisor | Middleburg Heights, Ohio

Reference Number: HRJ7227
Location: Middleburg Heights, Ohio

Judson Group has been retained by a rapidly growing, fee-only RIA in the search for a Lead Wealth Advisor. This individual will be handling financial planning and wealth management for a select group of the firm’s clients as well as managing the day-to-day relationships and participating in/conducting client meetings for current and prospective clients. The firm is privately held and has a path to partnership for employees.

Responsibilities:

  • Build and maintain client relationships.
  • Introduce financial plans to prospective clients.
  • Prepare for and attend meetings with clients and prospects.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Effectively communicate wealth strategy, planning solutions, and value proposition.
  • Gather client data including financial constraints and goals.
  • Work with various firm members to ensure the client’s financial needs are met.
  • Work with client support team to provide an exceptional client experience.

Requirements:

  • BA/BS degree required; advanced degree preferred.
  • CFP required.
  • 5+ years of experience with an investment consulting/management firm, family office, or RIA.
  • 1-3 years leading client relationships.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • 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 & Benefits:
Competitive compensation, bonus, and benefits package.

Location:
Middleburg Heights, Ohio

Reference Number: HRJ7227

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