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    Wealth Advisor - Pittsburgh, United States - The Judson Group

    The Judson Group
    The Judson Group Pittsburgh, United States

    3 weeks ago

    Default job background
    Description

    Reference Number:
    MHH7301


    Location:
    Pittsburgh, Pennsylvania

    Judson Group has been retained by a leading independent fiduciary in the search for a

    Wealth Advisor .

    The Wealth Advisor will be responsible for managing current and prospective client relationships, play a key role in client meetings, and provide a superior client service experience.

    The firm is known for its client-first approach and strong offering of services.
    The ideal candidate has wealth and financial planning experience, investment knowledge, and business development capabilities.

    The Wealth Advisor will be responsible for maintaining and growing a client base from various avenues including referrals and COIs.


    Responsibilities:
    Build relationships with current and prospective HNW/UHNW clients and work with them on how to achieve their financial goals.
    Strong networking and business development ability through various means including COIs.
    Introduce financial planning, estate, tax, and retirement plans to prospective clients.
    Attend meetings with clients and prospects.
    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.
    Schedule financial planning reviews, implementing as necessary.
    Work with client support team to provide an exceptional client experience.

    Qualifications:
    5+ years of wealth experience managing and growing a HNW/UHNW client base required.
    Bachelor's degree in finance, accounting or related field is required.
    Designations highly preferred include CFP, CFA, CPA, MBA, and/or JD.
    Experience with tax planning, trusts, and estates.
    Knowledge of financial services operational functions, terminology, and software.
    High degree of customer service, confidentiality, and urgency.
    Excellent interpersonal and communication skills.

    Compensation:
    Strong base salary, bonus, and benefits

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