Senior Wealth Advisor | Pittsburgh, Pennsylvania

Reference Number: MHH7354
Location: Pittsburgh, Pennsylvania

Judson Group has partnered with a comprehensive, fee-only wealth management firm in the search for a Senior Wealth Advisor. This individual is the principal contact with the clients. The senior wealth advisor will also have business development goals and be responsible for maintaining ongoing client relationships with new and existing clients. The ideal candidate will have experience in preparing sophisticated wealth management and investment strategies.

Responsibilities:

  • Develop and manage existing client relationships, including ongoing regular client contact and
  • Actively participate in the development of new business and networking opportunities.
  • Introduce and implement financial plans, estate, tax, and retirement plans to clients.
  • Prepare for and lead 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.
  • Work with client support team to provide an exceptional client experience.

Requirements:

  • BA/BS Degree; CFP/CFA/CPA/CIMA highly preferred.
  • Series 65/66 preferred and required once employed.
  • 8+ years of financial services experience.
  • Experience working with financial planning software and Morningstar Direct.
  • Strong knowledge of the financial planning process, related services and client servicing needs.
  • Strong knowledge of investments and portfolio management fundamentals.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation:
Competitive compensation and benefits package

Location:
Pittsburgh, Pennsylvania

Reference Number: MHH7354

    Apply Now

    Applicant Information

    Contact Information