Senior Wealth Advisor – CFP | Chicago, Illinois

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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