Reference Number: HRJ7669
Location: Minneapolis, Minnesota

Judson Group has partnered with a Top-100 ranked RIA to add a Wealth Advisor to their team. The ideal candidate has extensive experience working with UHNW clients and a strong financial planning and tax planning background. This person will take over existing clients and help create capacity as the firm continues to grow. This is an excellent opportunity for an advisor with a commitment to high end client service to join a growing team with a unique offering and close-knit team.

Responsibilities:

• Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients with assets in excess of $10MM.
• Lead financial planning, investment management, and all client service for client base.
• Lead client meetings, ensuring that all action items and follow-up are executed.
• Lead complex estate planning and other complex planning, including tax planning.
• Actively participate in the development of new business and networking opportunities
• Interact with CSA and admin staff to appropriately delegate action items.
• Demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.

Requirements:

• 10+ years of client facing wealth management experience preferred.
• CFP or CFA required; CPA or additional designations/advanced education a plus.
• Experience working with clients $10MM+.
• Deep planning expertise required; tax planning background attractive.
• Ability to work in a team environment to help serve clients.

Compensation:
Very competitive base salary, bonus, benefits, and equity opportunity

Location: Holland, Michigan

Reference Number: HRJ7669