Senior Wealth Advisor – CFP | Falls Church, Virginia

Reference Number: MHH7651
Location: Falls Church, Virginia

Judson Group has partnered by a highly regarded wealth firm in the search for a Senior Wealth Advisor – CFP. This individual will be delivering advanced financial planning services to a rapidly growing group of high net worth and ultra high net worth clients. This role will be a great fit for a tenured advisor that is looking for a long-term home to continue to grow one’s career.

Responsibilities:

  • Build and maintain client relationships, acting as the primary relationship manager for HNW/UHNW clients.
  • Participate in business development initiatives through COIs, referrals, and community events.
  • Introduce financial planning, estate, tax, and retirement plans to prospective clients.
  • Lead meetings with clients and prospects.
  • Lead planning and relationship management, including day-to-day client needs and formal reviews.
  • 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.
  • Implementing recommendations and strategies with assistance from support staff.
  • Schedule financial planning reviews, implementing as necessary.
  • Collaborate with client support team to provide an exceptional client experience.

Requirements:

  • 10+ years of experience with an investment consulting/management firm, family office, or RIA.
  • BA/BS degree required; advanced degree preferred.
  • CFP required.
  • Strong business development track record required.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • 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, bonus, and benefits package.

Location: Falls Church, Virginia

Reference Number: MHH7651

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