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    Senior Wealth Advisor - Ontario, United States - The Judson Group

    The Judson Group
    The Judson Group Ontario, United States

    1 week ago

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    Description
    Judson Group has been retained by a successful, privately owned wealth and investment management firm in the search for a

    Senior Wealth Advisor – CFA

    responsible for portfolio management for assigned UHNW client relationships. This individual will be a member of the Investment Committee and responsible for setting firm-wide investment strategy.

    The ideal candidate has extensive experience working with UHNW individuals and families in a planning and investment capacity as well as deep understanding of sophisticated wealth practices and investment strategies.


    Responsibilities:
    Initiate initial client financial and investment intake during client onboarding.
    Create and design custom investment strategies in keeping with client's financial goals and plans.
    Construct and monitor investment portfolios based on client needs, objectives, and risk tolerance.
    Collaborate with investment team to implement investment strategy.
    Responsible for investment performance using a multi-asset class approach and must be able to explain rationale. This includes understanding of market trends and economic outlooks.
    Prepare and approve client trade executions.
    Responsible for reviewing and approving client reporting and data.

    Work closely with Advisors and other firm members to ensure investment management activities are completed in a timely and accurate manner.

    Maintain regular client communication, prepare for and attend client meetings, and exemplify top-notch client service.
    Mentor junior investment staff and client support personnel.
    Foster firm growth through business development activities including networking and COIs.

    Requirements:
    15+ years' experience with investment management.
    Bachelor's degree required; CFA and/or CIM required.
    Exudes a strong demeanor of trust and confidence.
    Desired traits include client service mentality, being a self-starter, and having a sense of urgency.
    Exceptional communication and presentation skills.

    Compensation:
    Attractive compensation package including base salary, bonus, and benefits.
    *Strong work from home/flexibility policy – two to three days per week in office.

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