Reference Number: HRJ7289
Location: Bettendorf, Iowa

Judson Group has been retained by a boutique RIA to add a Wealth Advisor their team. The ideal candidate has experience working with HNW clients and a strong financial planning and tax planning background. This person will take over existing clients and help create capacity as the firm continues to grow. 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 and close-knit team.

Responsibilities:

• 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.
• Lead complex estate planning and other complex planning, including tax planning.
• Serve on the investment committee, working with senior team members and advisors.
• Interact with CSA and admin staff to appropriately delegate action items.

Requirements:

• 3+ years of client facing wealth management experience preferred.
• CFP or CFA track required.
• 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, relocation bonus, and benefits

Location: Bettendorf, Iowa

Reference Number: HRJ7289