Lead Wealth Advisor | Seattle, Washington

Reference Number: MH6933
Location: Seattle, Washington

Judson Group has partnered with a highly regarded independent RIA in the search for a Lead Wealth Advisor. This individual will be handling complex financial planning and investment management for the firm’s HNW clients as well as managing the day to day relationships and participating in or conducting client meetings for current and prospective clients.

Responsibilities:

  • Build and maintain client relationships.
  • Solve complicated financial planning, estate, tax and retirement issues.
  • Work with client support team to provide an exceptional client experience.
  • Attend meetings with clients and prospects.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data including financial constraints and goals.
  • Manage account administration, cashiering, and forms for assigned clients.
  • Schedule financial planning reviews, implementing as necessary.

Requirements:

  • BA/BS degree required; advanced degree preferred.
  • CFP highly desired; Series 65.
  • 5+ years of experience with an investment consulting/management firm, family office, or RIA.
  • Strong business development track record 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:
Seattle, Washington

Reference Number: MH6933

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