Wealth Manager | Dallas, Texas

Reference Number: KL6430
Location: Dallas, Texas

Judson Group has partnered with a respected $1B AUM private wealth management firm in the search for a Wealth Manager to manage existing and new HNW client relationships.

The ideal candidate has a strong wealth management background, client satisfaction focus, and a track record of client retention and business development success.

Key responsibilities and requirements include:

  • Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients with assets in excess of $1MM
  • Strong knowledge in the areas of financial planning, asset allocation investment strategies and portfolio management
  • Responsible for seeking referrals from current clients and professional networks in order to develop new client relationships
  • Bachelor’s degree; CFP/CFA/CPA preferred
  • 7+ years of wealth management experience with business development focus

Competitive base salary, strong incentive program, and comprehensive benefits

Dallas, TX

Reference Number: KL6430

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