Wealth Manager | San Francisco, California

Reference Number: MH7336
Location: San Francisco, California

Judson Group has partnered with a highly regarded fee-only RIA with a national presence in the search for a Wealth Advisor. This individual will be responsible for financial planning, retirement planning, and investment management for 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 person will be working closely with a senior advisor on transitioning existing clients.

Responsibilities:

  • Build and maintain client relationships.
  • Introduce financial planning, estate, tax, and retirement plans to prospective 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.
  • Schedule financial planning reviews, implementing as necessary.
  • Work with client support team to provide an exceptional client experience.

Requirements:

  • BA/BS degree required; advanced degree preferred.
  • CFP required; Series 65 required (or obtained within six months of employment)
  • 6+ years of experience with an investment consulting/management firm, family office, or RIA.
  • 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:
San Francisco, California

Reference Number: MH7336

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