Wealth Advisor | Fort Wayne, Indiana

Reference Number: HRJ7381
Location: Fort Wayne, Indiana

Judson Group is working with a $3B RIA in their search for a Wealth Advisor. This individual will support the firm’s growth by taking over existing client relationships and leading on new clients being brought into the firm. This individual will be responsible for developing financial plans, managing client relationships, reviewing portfolio performance with clients, and performing research in regard to complex client issues.

The ideal candidate has 3+ years of client facing wealth management experience with a strong background in financial planning and a high attention to detail. This is a fantastic opportunity for someone looking to join a growing firm as part of their long-term succession plan.

Responsibilities:

  • Maintain regular client communication, attend and lead client meetings, and oversee client service efforts.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Analyze client data to understand trends and develop and prepare complex financial plans and recommendations based on findings.
  • Assist clients with implementation of recommended and agreed-upon strategies.
  • Generate reports and other deliverables for both client-facing and back-office needs.
  • Embrace investment strategy of the firm and provide investment education and recommendations.

Requirements:

  • Bachelor’s Degree required; CFP or CFP track preferred.
  • Experience developing, positioning, and presenting comprehensive financial planning strategies in an easy-to-understand manner to clients required.
  • Ability to recognize and empathize with a given client situation.
  • Strong interpersonal, written, and telephone communication skills.
  • Ability to provide high level of authentic service and compassion to client relationships.
  • Previous experience inputting and managing client case work within CRM database.
  • Dedication to high quality of work, significant attention to detail, and on-time deliverables.
  • Ability to work independently (think through and solve problems on your own) but also collaborate/communicate well in a team environment.

Compensation: Attractive compensation package with base salary, bonus, and highly attractive benefits.

Location: Fort Wayne, Indiana

Reference Number: HRJ7381

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