Senior Wealth Advisor - CFP

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