Wealth Advisor | Mountain View, California

Reference Number: HRJ7249
Location: Mountain View, California

Judson Group has been retained by a boutique, UHNW focused, $1.2B RIA to add a Wealth Advisor their South Bay team. The ideal candidate has extensive experience working with HNW/UHNW clients and a strong financial planning background. This person will take over existing clients and help grow the firm over time. This is an excellent opportunity for an advisor with a commitment to high end client service to join a growing team with a unique offering.

Responsibilities:

  • Responsible for relationship building with clients, centers of influence, and prospects for clients.
  • Lead financial planning, investment management, and all client service for client base.
  • Lead client meetings, ensuring that all action items and follow-up are executed.
  • Support on large clients as needed, working closely with senior team members.
  • Lead complex estate planning and other complex planning, including tax planning.

Requirements:

  • 8+ years of client facing wealth management experience preferred.
  • CFP required.
  • Advanced education and designations desired: MST, CFA, CPA/PFS, JD/LLP.
  • Deep planning expertise required; tax planning background attractive.
  • Ability to work in a team environment to help serve clients.

Compensation:
Very competitive base salary, bonus, and benefits

Location:
Mountain View, California

Reference Number: HRJ7249

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