Lead Advisor | Redwood City, California

Reference Number: MR6827
Location: Redwood City, California

Judson Group has partnered with a growing independently held RIA in the search for a Lead Advisor. This individual will be taking over existing clients, helping grow the firm, and will have a leadership/ownership opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading client meetings, and participating in business development.

Responsibilities:

  • Build and maintain client relationships, mine existing client base for referrals.
  • Lead meetings with clients and prospects.
  • Lead planning and relationship management, including day-to-day client needs and formal reviews.
  • Work closely with senior leadership to help grow the firm, executing on the founder’s vision.
  • Develop COI network, host client events, and participate in firm wide business development activities.
  • Work with associates to ensure action items are thoroughly executed and documented.

Requirements:

  • BA/BS degree required; Master’s degree preferred.
  • CFP required; minimum 6 years of client-facing experience with an RIA or similar firm.
  • Strong financial planning experience 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 & Benefits:
Competitive compensation, career path, bonus, and benefits package.

Location:
Redwood City, California

Reference Number: MR6827

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