Reference Number: MH7282
Location: Chicago, Illinois
Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Senior Wealth Advisor. This individual will be responsible for financial planning, retirement planning, and investment management for approximately 150 of the firm’s clients, as well as managing the day-to-day relationships and participating in/conducting client meetings for current and prospective clients.
This is a great opportunity for an experienced wealth advisor to work closely with a senior advisor to transition clients as part of a succession plan. There is additional upside for candidates with interest in participating in business development, though this is not required for this role.
Responsibilities:
- Build and maintain client relationships, including 150 existing relationships.
- Provide advice on financial planning, estate, tax, and retirement plans to clients.
- 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, cash flow, and all financial/retirement planning inquiries.
- Oversee, mentor, and train client associates.
- Lead training sessions for wealth advisors and client associates.
- Work with client support team to provide an exceptional client experience.
Requirements:
- BA/BS degree required; advanced degree preferred.
- CFP required.
- 5+ years of client facing experience with an RIA or similar firm required.
- Tax experience a plus; Additional designations also a plus.
- Experience with CRM, financial planning software, and portfolio accounting software: MoneyGuidePro and Salesforce experience a plus.
Compensation & Benefits:
Competitive compensation, bonus, and benefits package.
Location:
Chicago, Illinois
Reference Number: MH7282
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