Jobs
>
Minneapolis

    Senior Wealth Manager - Minneapolis, United States - The Judson Group

    The Judson Group
    The Judson Group Minneapolis, United States

    1 week ago

    Default job background
    Description
    Senior Wealth Manager | Minneapolis, Minnesota


    Reference Number:
    HRJ7603


    Location:
    Minneapolis, Minnesota

    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:


    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.

    Requirements:
    Bachelor's 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.
    Ability to work independently and collaborate/communicate well in a team environment.

    Compensation:
    Highly competitive compensation package with base salary, bonus, and benefits.

    #J-18808-Ljbffr
  • Judson Group

    Senior Wealth Manager

    1 day ago

    Judson Group Minneapolis, United States

    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 wit ...

  • Judson Group

    Senior Wealth Manager

    5 days ago

    Judson Group Minneapolis, United States

    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 wit ...

  • Judson Group

    Senior Wealth Manager

    1 week ago

    Judson Group Minneapolis, United States

    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 wit ...

  • The Judson Group

    Senior Wealth Manager

    1 day ago

    The Judson Group Minneapolis, United States

    Senior Wealth Manager | Minneapolis, Minnesota · Reference Number: HRJ7603Location: Minneapolis, MinnesotaJudson 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 ...

  • Equitable Services

    Wealth Management Associate

    1 week ago

    Equitable Services Minneapolis, United States

    Wealth Management Associate - Retirement Benefits Group - MN, Minneapolis PIN_43442 ) · Primary Location : UNITED STATES-MN-Minneapolis · Organization : Equitable Advisors · Description · Equitable Advisors is a leading firm in the financial services and insurance industry with a ...

  • New Planner Recruiting LLC

    Associate Wealth Manager

    23 hours ago

    New Planner Recruiting LLC Minneapolis, United States

    $350M+ AUM, BOUTIQUE, LIFE PLANNING FIRM · Interested? Click HERE for more information. · client is an independent financial planning firm in the Greater Minneapolis area that has been serving clients for nearly 25 years. The team thrives from helping their clients achieve thei ...

  • Northwestern Mutual

    Associate Wealth Management Advisor

    1 week ago

    Northwestern Mutual Minneapolis, United States

    Job Description · Job Description Salary: · Recognized by Forbes magazine as a Top Best-in-State Financial Security Professional, our financial practice's mission is to build long-term client relationships that inspire confidence, optimism, and happiness by guiding individuals a ...

  • Stevens

    Financial Wealth Relationship Manager

    1 week ago

    Stevens Minneapolis, United States

    Job Description · Job Description Salary: $60, $100,000.00 per year · Stevens Foster is a highly respected Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide fully integrated financial planning to high net worth and corporat ...

  • Bremer Bank National Association

    Wealth Management Portfolio Analyst

    18 hours ago

    Bremer Bank National Association Minneapolis, United States Regular, Full time

    Why Work at Bremer? · Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to ...

  • Stevens Foster Financial Advisors

    Financial Wealth Relationship Manager

    2 days ago

    Stevens Foster Financial Advisors Minneapolis, United States

    Job Description · Job DescriptionSalary: $60, $100,000.00 per year · Stevens Foster is a highly respected Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide fully integrated financial planning to high net worth and corporate ...

  • Bremer Bank National Association

    Wealth Management Portfolio Analyst

    18 hours ago

    Bremer Bank National Association Minneapolis, United States Regular, Full time

    Why Work at Bremer? · Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to ...

  • Bremer Bank National Association

    Wealth Management Portfolio Analyst

    2 weeks ago

    Bremer Bank National Association Minneapolis, United States Regular, Full time

    Why Work at Bremer? · Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to ...

  • Procom

    Senior Business Analyst, Wealth Management

    2 weeks ago

    Procom Minneapolis, United States

    Intro: · On behalf of our client, Procom Services is currently seeking highly skilled and experienced Senior Business Analysts for their Wealth Management Technology Solutions department. The ideal candidate will have a strong background in Wealth Management and Banking/Financia ...

  • Eide Bailly

    Wealth Transition Services Manager/Senior Manager

    2 weeks ago

    Eide Bailly Minneapolis, United States Regular, Full time

    · Wealth Transition Services Manager/Senior Manager - Remote Eligible · Job Locations · US-MN-Minneapolis | US-OK-Oklahoma City | US-NV-Las Vegas | US-CO-Denver | US-UT-Salt Lake City | US-AZ-Phoenix · ID · Category · Tax Services · Position Type · Full-Time · Work Option(s) · R ...

  • Equitable Advisors LLC

    Wealth Management Associate

    1 week ago

    Equitable Advisors LLC Richfield, United States

    With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors is see ...

  • Royal Bank of Canada

    Associate Director, GRM US Wealth Management

    2 weeks ago

    Royal Bank of Canada Minneapolis, United States

    Job Summary · Group Risk Management is responsible for providing independent and objective oversight of the management of significant risks arising from RBC's businesses and operations, supported by comprehensive risk management frameworks, policies and practices, robust risk man ...

  • Royal Bank of Canada

    Associate Director, GRM US Wealth Management

    3 weeks ago

    Royal Bank of Canada Minneapolis, United States Full time

    Job Summary · Group Risk Management is responsible for providing independent and objective oversight of the management of significant risks arising from RBC's businesses and operations, supported by comprehensive risk management frameworks, policies and practices, robust risk man ...

  • RBC Capital Markets, LLC

    Associate Director, GRM US Wealth Management

    1 week ago

    RBC Capital Markets, LLC Minneapolis, United States Regular, Full time

    Job Summary · Group Risk Management is responsible for providing independent and objective oversight of the management of significant risks arising from RBC's businesses and operations, supported by comprehensive risk management frameworks, policies and practices, robust risk man ...

  • MBK Search

    Head of Litigation and Chief Legal Advisor, Wealth Management

    1 week ago

    MBK Search Minneapolis, United States

    Job Description · What is the opportunity? · As the Head of Wealth Management (WM) US Litigation, you will have responsibility and accountability for overseeing and managing pending and actual litigation and regulatory matters for our client's US Wealth Management business segmen ...

  • Royal Bank of Canada

    Head of Litigation and Chief Legal Advisor, Wealth Management

    1 day ago

    Royal Bank of Canada Minneapolis, United States

    Job Summary · Job Description · What is the opportunity? · As the Head of Wealth Management (WM) US Litigation, you will have responsibility and accountability for overseeing and managing pending and actual litigation and regulatory matters for RBC's US Wealth Management business ...