Wealth Manager | Salt Lake City, Utah

Reference Number: HRJ7413
Location: Salt Lake City, Utah

Judson Group has been retained by a highly regarded multi-family office in the search for a Wealth Manager. This role will be an integral part in servicing large relationships with a focus on sophisticated planning and investment management planning needs. This is a privately held firm that has experienced tremendous growth over the past five years. The team is very collaborative and building a family atmosphere that rewards employees is very important to them.

The firm would be an ideal fit for a candidate that enjoys providing high-end comprehensive wealth management to UHNW clients and is looking to build their career within a collaborative firm. There is a strong growth path offered, alongside the ability to work with and be mentored by highly successful senior advisors.

Responsibilities:

  • Lead financial planning, relationship management, and client communication for existing clients.
  • Develop and maintain relationships through COI’s, prospects, networking, and referrals.
  • Attend networking events and industry groups.
  • Initiate due diligence and onboarding with appropriate team members, leading the pitch.
  • Act as primary point of contact for relationships identified by the Senior Wealth Advisor.
  • Attend client meetings and ensure action items are followed up as appropriate.
  • Ensure client satisfaction through first class service.

Requirements:

  • BA/BS degree required; advanced degree preferred.
  • CFP required; advanced designations a plus (CPA, CFA, CIMA, MBA, JD)
  • 5+ years’ direct advisory experience with HNW/UHNW clients.
  • Must exhibit proactive ownership of tasks.
  • Strong communication and presentation skills.
  • Experience with Morningstar Direct, BlackDiamond, Salesforce, eMoney, Excel, and Wealthscape.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation & Benefits: Competitive compensation, bonus, and benefits package.

Location: Salt Lake City, Utah

Reference Number: HRJ7413

    Apply Now

    Applicant Information

    Contact Information