Reference Number: HRJ7577
Location: San Diego, California

Judson Group has been retained by a leading San Diego wealth management firm to help them add a Lead Wealth Advisor to their growing team. This is an exciting opportunity for an established advisor to take over existing client relationships, working collaboratively with the greater team to formulate and implement complex financial planning and investment management recommendations for clients.

The ideal candidate is a CFP that has at least two years of experience leading client relationships, with additional experience in a support role. This individual will need to be confident in their ability to take over existing clients (through a transition period), and must have experience handling client transactions, leading client meetings, and providing top-notch client service experience.

Responsibilities:

• Serve as lead advisor for established client relationships and participate in business development.
• Introduce financial plans to established and prospective clients.
• Prepare for and attend meetings with clients and prospects.
• Work with clients to ensure action items are thoroughly executed and documented.
• Effectively communicate wealth strategy, planning solutions, and value proposition.
• Gather client data including financial constraints and goals.
• Work with client support team to provide an exceptional client experience.
• Participate in marketing efforts to attract new clients.
• Oversee supporting team members, including Associate Wealth Advisors and CSAs, with the goal of maintaining a cohesive and successful advisory team that provides excellent client service.

Requirements:

• BA/BS degree required; advanced degree preferred.
• CFP required.
• Series 7, 63, and 66 or 65 required.
• 10+ years of experience with an investment consulting/management firm, family office, or RIA required.
• 1-3 years leading client relationships required.
• Experience with CRM, financial planning software, and portfolio accounting software.
• 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: San Diego, California

Reference Number: HRJ7577