Reference Number: HRJ7485
Location: Orange County, California

Judson Group has been retained by a fee-only RIA in the search for a Wealth Advisor to manage and retain client relationships. This individual will work closely with firm Partners to transition 50~ client relationships and will be responsible for financial planning and investment management duties.

The ideal candidate has solid experience leading client relationships and a background in financial planning. They should be a strong communicator and have strong financial servicing experience, ensuring a thorough and well-rounded financial experience. They should also be proactive in finding new sources of revenue including referrals.

This is a fantastic opportunity for an advisor that enjoys servicing complex client relationships to join an established and reputable firm that offers long-term growth opportunities for their employees, including an ESOP.

Responsibilities:

• Build and maintain client relationships, converting prospects into clients of the firm.
• Lead meetings with clients and prospects.
• Lead planning and relationship management, including day-to-day client needs and formal reviews.
• Work with client support team to provide an exceptional client experience.
• Work with clients to ensure action items are thoroughly executed and documented.
• Develop referral networks and participate in firm wide business development activities.
• Strong knowledge in the areas of financial planning, asset allocation investment strategies and account administration, tax and estate planning, charitable giving, education funding, and retirement planning.

Requirements:

• BA/BS degree required; advanced degree preferred.
• CFP required; CFA, CPA, JD a plus.
• 5+ years of experience with a wealth management firm, family office, or RIA.
• Strong financial planning/investment experience.
• Leadership experience highly preferred.
• Experience with CRM, financial planning software, and portfolio accounting software (Orion, Junxure, eMoney, etc.)

Compensation & Benefits:
Competitive base salary, discretionary bonus, and benefits package.

Location: Orange County, California

Reference Number: HRJ7485