Wealth Advisor | Denver, Colorado

Reference Number: HRJ7333
Location: Denver, Colorado

Judson Group has partnered with a growing, independent wealth advisory firm in the search for a Wealth Advisor. This individual will be supporting the firm’s existing clients and will be responsible for developing holistic financial plans, managing client relationships, reviewing portfolio performance with clients, and performing research regarding complex client issues.

The ideal candidate has a minimum of 5 years of client facing wealth management experience with a strong background in financial planning and a high attention to detail. This is a great opportunity to join a growing organization and support an established client base. A passion for the financial planning process is a must.

Responsibilities:

  • Responsible for the direct management and oversight of 150+ client households.
  • Partner with existing Senior Client Advisor(s) to support and transition established client relationships.
  • Participate in all client appointments (in person and virtual).
  • Organize and analyze financial data received from new and existing clients.
  • Work with outside advisors including attorneys and accountants to facilitate a holistic wealth plan.
  • Assist clients with implementation of recommended and agreed-upon strategies.
  • Generate reports and other deliverables for both client-facing and back-office needs.
  • Run scheduled model portfolio rebalances to ensure all client portfolios are within tolerance.
  • Embrace investment strategy of the firm and provide investment education and recommendations.

Requirements:

  • Bachelor’s Degree required; CFP required, CKA designation a plus.
  • 5+ years managing client relationships.
  • Experience developing, positioning, and presenting comprehensive financial planning strategies in an easy-to-understand manner to clients required.
  • Previous experience inputting and managing client case work within CRM database.

Compensation: Attractive compensation package with base salary and bonus.

Location: Denver, Colorado

Reference Number: HRJ7333

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