Wealth Advisor – CFP | Washington, DC

Reference Number: MHH7274
Location: Washington, DC

Judson Group has been retained by a growing RIA in the search for a Wealth Advisor. The Wealth Advisor is responsible for running client review meetings, updating/presenting financial plans, and articulating the firm’s investment philosophy. The Wealth Advisor will be the lead relationship manager for clients and be responsible for providing clients with a trusted advisor experience. The ideal candidate has strong knowledge of financial planning and portfolio management.

Responsibilities:

  • Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.
  • Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for a set of HNW clients.
  • Research and analyze investments, strategies, and market conditions and provide sound financial advice based on findings.
  • Strong knowledge in the areas of financial planning, asset allocation investment strategies and account administration.
  • Responsible for satisfaction and retention of the firm’s wealth management clients.
  • Participate in client meetings when appropriate and executive client requests.
  • Grow and develop client base through client and COI referrals.
  • Provide leadership to other team members when issues with client requests arise.

Requirements:

  • 5+ years of wealth experience managing a HNW client base.
  • CFP required.
  • Series 7 & 63 are preferred but must be obtained within the first 6 months of employment if hired.
  • Schwab Advisor Center experience preferred; Salesforces CRM preferred.

Compensation: Competitive base salary, bonus, and benefits.

Location: Washington, DC

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