Reference Number: HRJ7289
Location: Bettendorf, Iowa

Judson Group has been retained by an expanding boutique RIA to add a Wealth Advisor to its team. The ideal candidate has strong client facing experience and is confident leading client relationships utilizing a goals-based planning approach. This person will take over existing firm clients to help create capacity for the current team and will also be responsible for leading new client relationships coming into the firm.

This is an excellent opportunity for an advisor with a commitment to high-end client service to join a growing team with a unique client offering and close-knit team. There is a strong growth path in place for this individual as they progress within the firm.

Responsibilities:

• Lead financial planning, investment management, and all relationship management needs 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:

• 5+ years of client facing wealth management experience preferred; minimum 3 years required.
• CFP required, additional designations a plus.
• 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