Wealth Advisor | Philadelphia, Pennsylvania

Reference Number: MHH7174
Location: Philadelphia, Pennsylvania

Judson Group has partnered with an independent, privately-held wealth management firm in the search for a Wealth Advisor focused on working with client base of young professionals. This position does NOT include any sales responsibilities. This may lead to a unique opportunity for someone to develop a service offering tailored to the unique needs of young professionals and their financial needs.

The ideal candidate has strong program development background and solid financial planning and investment management experience. This individual will be providing superior client service to our current client base and network.

Responsibilities and Requirements:

  • Responsible for satisfaction and retention of the firm’s wealth management clients.
  • Desire to work with NextGen clients.
  • Responsible for developing holistic financial plans and long-term investment strategies.
  • Recommend and implement changes in investment allocations and portfolio diversification strategies.
  • Assist with new client proposals by analyzing existing portfolios.
  • 5+ years of wealth experience managing a HNW client base.
  • CFP required.
  • Strong credentials including CFA, CPA, JD, and/or MBA preferred.

Compensation: Base salary competitive with current base and experience level.

Location: Philadelphia, Pennsylvania

Reference Number: MHH7174

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