Lead Wealth Advisor | Columbus, Ohio

Reference Number: HRJ7347
Location: Columbus, Ohio

Judson Group has been retained by a privately-held, well respected wealth advisory firm with $10B+ AUM in the search for a Lead Wealth Advisor responsible for managing existing HNW client relationships. The ideal candidate has extensive experience working with complex clients in a planning and investment capacity.

This is a great opportunity for an experienced advisor to join a well-established firm and immediately begin to take over clients that have already been identified for transition in addition to new clients brought in by the firm’s primary business developer. The firm has an excellent track record of meeting profit sharing goals and a path to partnership. A team first approach and client service mindset are a must.

Responsibilities:

  • Responsible for establishing and leading relationships with current and prospective HNW clients.
  • Responsible for delivery of integrated wealth management services with emphasis on investment management and financial planning.
  • Responsible for client meeting preparation with emphasis on investment management and financial planning.
  • Construct and monitor investment portfolios based on client needs, objectives, and risk tolerance.
  • Ultimately responsible for investment performance of portfolio(s) using a multi-asset class approach.
  • Work proactively with client support and other members of the firm in ensuring top-notch client service.

Requirements:

  • 7+ years’ experience in wealth strategy and investment management.
  • Bachelor’s degree required; advanced degree preferred.
  • CFA or CFP required; CPA or JD preferred.
  • Desired traits include client service mentality, being a self-starter, and having a sense of urgency.
  • Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary, bonus, and benefits

Location: Columbus, Ohio (Hybrid – Work from home two days per week)

Reference Number: HRJ7347

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