Jobs
>
Redwood City

    Senior Wealth Advisor - Redwood City, United States - The Judson Group

    The Judson Group
    The Judson Group Redwood City, United States

    6 days ago

    Default job background
    Description

    Reference Number:
    HRJ7405


    Location:
    Redwood City, California

    Judson Group has been retained by a growing independently held RIA in the search for a

    Senior Wealth

    Advisor .

    This individual over time will join an established team and begin to take over existing client relationships with financial planning responsibilities.

    The Senior Wealth Advisor will not have to develop their own client base as most new business comes via client referral.

    As such, a focus on white glove service is crucial.

    The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, conducting client meetings, closing on client referrals, and ensuring top-notch client service.


    Responsibilities:
    Build, retain, and maintain client relationships.
    Develop comprehensive financial plans and long-term investment strategies.
    Deliver integrated wealth management services with emphasis on investment management and financial planning.
    Work with clients to ensure action items are thoroughly executed and documented.
    Gather client data including financial constraints and goals.
    Conduct financial planning reviews, implementing as necessary.
    Ensure a top-notch client service experience.

    Requirements:
    BA/BS degree required; advanced degree preferred.
    CFP required.
    10+ years of client-facing experience with an RIA or family office preferred.
    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 base salary plus and bonus plus benefits package.

    #J-18808-Ljbffr
  • TalentLink Solutions

    Wealth Advisor

    1 week ago

    TalentLink Solutions Redwood City, United States

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients ...

  • The Judson Group

    Senior Wealth Advisor

    3 weeks ago

    The Judson Group Redwood City, United States

    Reference Number: HRJ7405Location: Redwood City, CaliforniaJudson Group has been retained by a growing independently held RIA in the search for a · Senior Wealth · Advisor . This individual over time will join an established team and begin to take over existing client relations ...

  • The Judson Group

    Lead Wealth Advisor

    1 week ago

    The Judson Group Redwood City, United States

    Reference Number: HRJ7340 · Location: Redwood City, California · Judson Group has been retained by a growing independently held RIA in the search for a · Lead Wealth · Advisor . This individual over time will join an established team and begin to take over existing client relat ...

  • BakerAvenue

    Wealth Advisor

    3 weeks ago

    BakerAvenue San Francisco, United States

    Job Description · Job Description Salary: $150k - $250k (based on experience)Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, famil ...

  • Baker Avenue

    Wealth Advisor

    1 week ago

    Baker Avenue San Francisco, United States

    Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to ...

  • BakerAvenue

    Wealth Advisor

    1 week ago

    BakerAvenue San Francisco, United States

    Job Description · Job Description Salary: $150k - $250k (based on experience) · Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, fa ...

  • BakerAvenue

    Wealth Advisor

    1 day ago

    BakerAvenue San Francisco, United States

    Job Description · Job DescriptionSalary: $150k - $250k (based on experience) · Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, fami ...

  • Zions Bancorporation

    Wealth Advisor

    1 week ago

    Zions Bancorporation West Valley City, United States

    Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning ...

  • HighTower Advisors

    Wealth Advisor

    1 week ago

    HighTower Advisors San Ramon, United States

    The Firm · Founded in 1994, Frontier is a wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life-centered approach provides our clients with a roadmap to help them live their best life possible. The Fronti ...

  • HighTower Advisors

    Wealth Advisor

    4 weeks ago

    HighTower Advisors San Ramon, United States

    The Firm · Founded in 1994, Frontier is a wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life-centered approach provides our clients with a roadmap to help them live their best life possible. The Fronti ...

  • PGA TOUR Superstore

    Wealth Advisor

    5 days ago

    PGA TOUR Superstore Cupertino, United States

    Join a team that values your ambition and empowers your growth · At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communit ...

  • Mercer Advisors

    Wealth Advisor, Wealth Path

    3 days ago

    Mercer Advisors San Francisco, United States

    Wealth Advisor, Wealth Path (Hybrid in San Francisco Office) · Job Category · : · Wealth Management · Requisition Number · : · WEALT001697 · Apply now · Posted : April 26, 2024 · Full-Time · Locations · Showing 1 location · San Francisco, CA 94105, USA · Description · Mer ...

  • Capital Group

    Private Wealth Advisor

    2 weeks ago

    Capital Group San Francisco, United States Full time

    "I can succeed as a Private Wealth Advisor at Capital Group." · One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. As a Private Wealth Advisor, you will work ...

  • Judson Group

    Associate Wealth Advisor

    4 days ago

    Judson Group San Francisco, United States

    Judson Group has been retained by a growing independently held RIA in the search for an Associate Wealth Advisor. This individual will be supporting the firm's Senior Advisors with financial planning responsibilities while taking on lead client responsibilities as appropriate. Th ...

  • Capital Group

    Private Wealth Advisor

    1 week ago

    Capital Group San Francisco, United States

    "I can succeed as a Private Wealth Advisor at Capital Group." · One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. As a Private Wealth Advisor, you will wor ...

  • The Judson Group

    Associate Wealth Advisor

    1 week ago

    The Judson Group San Francisco, United States

    Reference Number: HRJ7514 · Location: San Francisco, California · Judson Group has been retained by a female founded RIA with a business owner and tech executive client focus in it's search for an · Associate Wealth Advisor . This individual will support the firm advisors and ot ...

  • Beacon Pointe

    Associate Wealth Advisor

    1 week ago

    Beacon Pointe San Jose, United States

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. T ...

  • Mission Wealth

    Wealth Advisor Associate

    3 days ago

    Mission Wealth Walnut Creek, United States

    Job Description · Job DescriptionAs a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team in ...

  • Capital Group

    Private Wealth Advisor

    2 weeks ago

    Capital Group San Francisco, United States

    "I can succeed as a Private Wealth Advisor at Capital Group." · One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. As a Private Wealth Advisor, you will work ...

  • HighTower Advisors

    Associate Wealth Advisor

    1 week ago

    HighTower Advisors San Ramon, United States

    Your Future Team · Founded in 1994, Frontier is an industry-leading wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life-centered approach provides our clients with a roadmap to living their best life pos ...