- Serve as a primary point of contact for client base by anticipating client needs, resolving inquiries, and cultivating deep relationships through superior client service.
- Oversee investment analysis, retirement/cash flow projections, research, tax planning, and implementation of recommendations as needed.
- Create client presentations and lead client meetings.
- Handle client-related requests and account service inquiries.
- Organize and analyze financial data received from new and existing clients.
- Monitor client portfolios and communicate updates and recommendations.
- Execute and reconcile trades.
- Bachelors Degree required.
- CFP or CFA highly preferred.
- Series 65 or 66 is required or must be obtained within the timeframe determined by manager.
- 5+ years experience in an RIA or similar firm required.
- Ability to take initiative and prioritize tasks.
- Strong Microsoft Suite skills including Excel.
- Ability to work independently and collaborate/communicate well in a team environment.
Senior Wealth Manager - Minneapolis, United States - Judson Group
Description
Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research regarding complex client issues.
The ideal candidate has 5+ years of client-facing wealth management experience with a strong background in client servicing and a high attention to detail. This person will need to be a team player who has the desire/ability to work successfully with others and should have strong client facing skills.
Responsibilities:
Requirements:
Compensation: Highly competitive compensation package with base salary, bonus, and benefits.
Location: Minneapolis, Minnesota