Wealth Advisor | Menlo Park, California

Reference Number: MR6774
Location: Menlo Park, California

Judson Group has partnered with a successful wealth management firm with over $2B AUM in the search for a Wealth Advisor responsible for managing and growing UHNW client relationships. This firm has a great reputation for specializing in UHNW client service.

The ideal candidate has experience working with high net worth individuals and families in a planning and investment capacity as well as excellent relationship management skills. This candidate will take over servicing a number of the firm’s existing clients.

Responsibilities:

  • Responsible for establishing and leading relationships with current and prospective HNW and UHNW clients.
  • Responsible for delivery of integrated wealth management services with emphasis on investment management and financial planning.
  • Responsible for client meeting preparation with emphasis on investment management and financial planning.
  • Work proactively with client support and other members of the firm in ensuring top-notch client service.

Requirements:

  • 5+ years’ experience in wealth strategy and investment management.
  • Bachelor’s degree required; CFP highly preferred; Advanced degree and CFA also preferred.
  • Significant experience with investment management and financial/estate planning.
  • Desired traits include client service mentality, self-starter, and sense of urgency.
  • Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary, bonus, and benefits

Location: Menlo Park, California

Reference Number: MR6774

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